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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,500 |
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 | $35,897 | $50,385-28.8% | $75,501-52.5% | $62,293-42.4% |
| Participation rate | 84.5% | 67.7%+16.8pp | 72.4%+12.2pp | 69.5%+15.0pp |
| Annual return | 17.01% | 19.90%-2.9pp | 27.35%-10.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,646 | $1,537+7.1% | $2,352-30.0% | $2,042-19.4% |
| Participant deferral / active EE | $2,759 | $2,445+12.8% | $3,142-12.2% | $3,169-12.9% |
| Admin fee / account holder | $12 | $384-96.9% | $5,801-99.8% | $479-97.5% |