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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,236 |
Employer 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 | $26,457 | $56,152-52.9% | $185,861-85.8% | $73,412-64.0% |
| Participation rate | 72.0% | 67.6%+4.5pp | 78.0%-6.0pp | 72.2%-0.1pp |
| Annual return | 17.16% | 17.59%-0.4pp | 35.96%-18.8pp | 59.30%-42.1pp |
| Employer contribution / active EE | $221 | $1,532-85.6% | $4,088-94.6% | $2,234-90.1% |
| Participant deferral / active EE | $1,719 | $3,659-53.0% | $5,634-69.5% | $3,806-54.8% |
| Admin fee / account holder | $31 | $132-76.3% | $9,503-99.7% | $158-80.2% |