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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,230 |
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 | $78,223 | $44,425+76.1% | $67,834+15.3% | $55,167+41.8% |
| Participation rate | 96.6% | 59.7%+36.9pp | 68.8%+27.8pp | 69.0%+27.6pp |
| Annual return | 6.89% | 17.80%-10.9pp | 138.47%-131.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,338 | $1,351+295.0% | $2,403+122.1% | $1,963+172.0% |
| Participant deferral / active EE | $7,852 | $2,166+262.6% | $3,160+148.5% | $3,054+157.1% |
| Admin fee / account holder | $101 | $530-81.0% | $4,622-97.8% | $504-80.0% |