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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 13 | Contract Administrator | $3,698 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $714 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,725 | $51,620-17.2% | $90,304-52.7% | $65,185-34.5% |
| Participation rate | 55.8% | 68.6%-12.9pp | 73.3%-17.5pp | 70.2%-14.4pp |
| Annual return | 19.45% | 24.94%-5.5pp | 78.13%-58.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $574 | $2,235-74.3% | $2,855-79.9% | $2,177-73.6% |
| Participant deferral / active EE | $1,591 | $2,871-44.6% | $3,885-59.1% | $3,514-54.7% |
| Admin fee / account holder | $13 | $384-96.7% | $5,354-99.8% | $847-98.5% |