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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS TPA SOLUTIONS Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $11,599 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,209 | $37,196+228.6% | $154,108-20.7% | $55,725+119.3% |
| Participation rate | 96.3% | 64.1%+32.3pp | 83.0%+13.3pp | 70.9%+25.5pp |
| Annual return | -6.50% | 1319.68%-1326.2pp | 735.21%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $6,061 | $1,614+275.5% | $5,298+14.4% | $2,078+191.6% |
| Participant deferral / active EE | $4,497 | $2,068+117.4% | $5,081-11.5% | $3,356+34.0% |
| Admin fee / account holder | $97 | $102-4.2% | $13,411-99.3% | $115-15.5% |