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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,973 |
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 | $24,978 | $50,458-50.5% | $160,009-84.4% | $64,819-61.5% |
| Participation rate | 78.0% | 68.0%+9.9pp | 78.0%0pp | 71.5%+6.5pp |
| Annual return | -16.17% | -13.42%-2.8pp | 408.85%-425.0pp | 32.84%-49.0pp |
| Employer contribution / active EE | $282 | $1,722-83.6% | $4,225-93.3% | $2,507-88.8% |
| Participant deferral / active EE | $2,084 | $4,004-48.0% | $6,183-66.3% | $4,311-51.7% |
| Admin fee / account holder | $25 | $706-96.4% | $8,715-99.7% | $188-86.6% |