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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $94,365 |
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 | $27,399 | $68,544-60.0% | $115,752-76.3% | $69,631-60.7% |
| Participation rate | 91.2% | 74.0%+17.3pp | 77.8%+13.4pp | 70.7%+20.5pp |
| Annual return | 16.07% | 20.97%-4.9pp | 19.41%-3.3pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,837 | $2,400-23.5% | $3,492-47.4% | $2,032-9.6% |
| Participant deferral / active EE | $2,556 | $3,887-34.3% | $5,204-50.9% | $3,224-20.7% |
| Admin fee / account holder | $76 | $90-16.0% | $6,278-98.8% | $110-31.3% |