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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,090 |
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 | $15,809 | $51,466-69.3% | $78,778-79.9% | $62,293-74.6% |
| Participation rate | 77.4% | 59.8%+17.6pp | 69.2%+8.2pp | 69.5%+7.9pp |
| Annual return | 15.10% | 19.96%-4.9pp | 35.62%-20.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $347 | $827-58.0% | $1,986-82.5% | $2,042-83.0% |
| Participant deferral / active EE | $1,908 | $2,147-11.2% | $2,958-35.5% | $3,169-39.8% |
| Admin fee / account holder | $31 | $489-93.6% | $5,134-99.4% | $479-93.5% |