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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,860 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,883 | $42,546-65.0% | $71,796-79.3% | $55,167-73.0% |
| Participation rate | 82.9% | 59.1%+23.8pp | 69.1%+13.8pp | 69.0%+14.0pp |
| Annual return | 10.83% | 12.36%-1.5pp | 78.04%-67.2pp | 169.23%-158.4pp |
| Employer contribution / active EE | -$0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,059 | $2,064-0.3% | $2,794-26.3% | $3,054-32.6% |
| Admin fee / account holder | $14 | $650-97.9% | $4,815-99.7% | $504-97.3% |