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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS TPA SOLUTIONS Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $2,250 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,550 | $46,173+176.2% | $170,435-25.2% | $69,631+83.2% |
| Participation rate | 94.8% | 63.9%+30.9pp | 83.6%+11.2pp | 70.7%+24.2pp |
| Annual return | 16.99% | 21.62%-4.6pp | 205.94%-189.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $5,488 | $1,610+240.9% | $5,432+1.0% | $2,032+170.0% |
| Participant deferral / active EE | $4,278 | $2,080+105.6% | $4,939-13.4% | $3,224+32.7% |
| Admin fee / account holder | $85 | $116-26.9% | $13,881-99.4% | $110-23.3% |