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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,175 |
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 | $115,471 | $78,423+47.2% | $95,964+20.3% | $79,856+44.6% |
| Participation rate | 79.4% | 73.5%+5.9pp | 77.1%+2.3pp | 69.6%+9.7pp |
| Annual return | 22.23% | 19.37%+2.9pp | 91.64%-69.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,599 | $1,945-17.8% | $2,541-37.1% | $2,471-35.3% |
| Participant deferral / active EE | $4,456 | $3,440+29.5% | $4,167+7.0% | $3,741+19.1% |
| Admin fee / account holder | $22 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |