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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,737 |
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 | $24,304 | $44,873-45.8% | $79,467-69.4% | $56,289-56.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.11% | 0.81%-5.9pp | 718.30%-723.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,390 | $2,140+11.7% | $2,800-14.7% | $2,111+13.2% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $16 | $418-96.2% | $5,104-99.7% | $521-96.9% |