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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,119 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,723 | $65,118-45.1% | $76,768-53.5% | $55,727-35.9% |
| Participation rate | 80.7% | 79.6%+1.1pp | 77.0%+3.7pp | 70.9%+9.8pp |
| Annual return | -8.74% | -1.27%-7.5pp | 2.43%-11.2pp | 244.94%-253.7pp |
| Employer contribution / active EE | $1,246 | $1,941-35.8% | $2,485-49.9% | $2,078-40.1% |
| Participant deferral / active EE | $2,946 | $3,688-20.1% | $3,852-23.5% | $3,356-12.2% |
| Admin fee / account holder | $12 | $116-90.0% | $6,676-99.8% | $115-89.9% |