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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,127 |
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 | $75,567 | $73,102+3.4% | $123,549-38.8% | $56,287+34.3% |
| Participation rate | 97.7% | 74.3%+23.4pp | 82.3%+15.4pp | 69.9%+27.9pp |
| Annual return | -3.99% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,285 | $2,977+111.1% | $4,628+35.8% | $2,111+197.7% |
| Participant deferral / active EE | $6,231 | $5,423+14.9% | $6,426-3.0% | $3,350+86.0% |
| Admin fee / account holder | $40 | $554-92.8% | $9,284-99.6% | $521-92.3% |