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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,759 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,292 | $43,423-34.8% | $78,676-64.0% | $55,167-48.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.26% | 11.53%-6.3pp | 62.19%-56.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,376 | $1,997+19.0% | $2,850-16.6% | $1,963+21.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $416-97.7% | $4,510-99.8% | $504-98.1% |