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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $388 |
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 | $66,411 | $75,183-11.7% | $123,894-46.4% | $55,167+20.4% |
| Participation rate | 95.8% | 72.8%+23.0pp | 81.4%+14.4pp | 69.0%+26.8pp |
| Annual return | 10.10% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $4,186 | $2,823+48.2% | $4,617-9.3% | $1,963+113.3% |
| Participant deferral / active EE | $5,414 | $5,084+6.5% | $5,984-9.5% | $3,054+77.3% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.4% |