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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,846 |
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 | $28,633 | $41,854-31.6% | $73,836-61.2% | $52,331-45.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.79% | 2.11%-1.3pp | 2268.06%-2267.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,129 | $1,920+10.9% | $2,787-23.6% | $1,882+13.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $493-97.8% | $4,882-99.8% | $592-98.2% |