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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $480 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,310 | $67,703-73.0% | $127,803-85.7% | $65,185-71.9% |
| Participation rate | 84.4% | 74.5%+9.9pp | 79.0%+5.4pp | 70.2%+14.2pp |
| Annual return | 0.00% | 24.36%-24.4pp | 26.14%-26.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,576-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,726 | $4,787+19.6% | $6,023-4.9% | $3,514+62.9% |
| Admin fee / account holder | $12 | $618-98.1% | $9,399-99.9% | $847-98.6% |