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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 12 · EIN 11-3665754 | Recordkeeping and information managem... | $18,760 |
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 | $130,475 | $52,967+146.3% | $172,753-24.5% | $65,186+100.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.39% | 30.12%-8.7pp | 803.00%-781.6pp | 29.39%-8.0pp |
| Employer contribution / active EE | $4,693 | $2,190+114.3% | $5,144-8.8% | $2,177+115.6% |
| Participant deferral / active EE | $5,242 | $2,471+112.2% | $5,198+0.9% | $3,514+49.2% |
| Admin fee / account holder | $81 | $472-82.8% | $13,956-99.4% | $847-90.4% |