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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 12 · EIN 11-3665754 | Recordkeeping and information managem... | $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 | $140,036 | $58,895+137.8% | $178,503-21.5% | $73,497+90.5% |
| Participation rate | 98.8% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 18.49% | 24.86%-6.4pp | 151.12%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,402 | $2,236+96.9% | $5,011-12.1% | $2,270+93.9% |
| Participant deferral / active EE | $4,257 | $2,567+65.8% | $5,202-18.2% | $3,740+13.8% |
| Admin fee / account holder | $103 | $400-74.1% | $13,987-99.3% | $513-79.8% |