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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,420 |
Annual investment return 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 | $17,811 | $42,548-58.1% | $74,551-76.1% | $56,289-68.4% |
| Participation rate | 87.6% | 60.5%+27.1pp | 69.1%+18.5pp | 69.9%+17.8pp |
| Annual return | -7.98% | 12.40%-20.4pp | 32.53%-40.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $922 | $855+7.8% | $1,961-53.0% | $2,111-56.3% |
| Participant deferral / active EE | $2,066 | $2,277-9.3% | $3,108-33.5% | $3,350-38.3% |
| Admin fee / account holder | $45 | $467-90.4% | $5,059-99.1% | $521-91.4% |