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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,303 |
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 | $152,044 | $60,788+150.1% | $85,705+77.4% | $79,389+91.5% |
| Participation rate | 94.6% | 62.1%+32.5pp | 69.9%+24.8pp | 70.7%+23.9pp |
| Annual return | 15.02% | 16.57%-1.6pp | 21.49%-6.5pp | 116.89%-101.9pp |
| Employer contribution / active EE | $5,910 | $1,664+255.1% | $2,619+125.7% | $2,428+143.4% |
| Participant deferral / active EE | $9,168 | $2,920+214.0% | $3,924+133.7% | $4,046+126.6% |
| Admin fee / account holder | $125 | $439-71.6% | $6,877-98.2% | $626-80.1% |