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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,208 |
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 | $110,346 | $47,922+130.3% | $75,900+45.4% | $65,186+69.3% |
| Participation rate | 98.8% | 63.0%+35.8pp | 69.3%+29.5pp | 70.2%+28.6pp |
| Annual return | 24.01% | 24.12%-0.1pp | 30.73%-6.7pp | 29.39%-5.4pp |
| Employer contribution / active EE | $5,631 | $1,557+261.7% | $2,501+125.2% | $2,177+158.7% |
| Participant deferral / active EE | $8,183 | $2,550+220.9% | $3,604+127.1% | $3,514+132.9% |
| Admin fee / account holder | $137 | $532-74.2% | $5,421-97.5% | $847-83.8% |