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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,601 |
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 | $106,782 | $46,297+130.6% | $71,671+49.0% | $62,293+71.4% |
| Participation rate | 96.5% | 60.6%+35.9pp | 68.7%+27.8pp | 69.5%+27.0pp |
| Annual return | 18.59% | 22.32%-3.7pp | 20.65%-2.1pp | 28.90%-10.3pp |
| Employer contribution / active EE | $5,451 | $1,412+286.1% | $2,460+121.6% | $2,042+166.9% |
| Participant deferral / active EE | $8,178 | $2,235+265.9% | $3,438+137.9% | $3,169+158.1% |
| Admin fee / account holder | $129 | $461-72.0% | $5,558-97.7% | $479-73.1% |