Filed July 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,755 |
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 | $28,860 | $58,093-50.3% | $80,022-63.9% | $56,289-48.7% |
| Participation rate | 84.9% | 73.6%+11.3pp | 75.8%+9.1pp | 69.9%+15.1pp |
| Annual return | -2.09% | 34.63%-36.7pp | 11.22%-13.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,816 | $1,933-6.1% | $2,468-26.4% | $2,111-14.0% |
| Participant deferral / active EE | $4,955 | $3,136+58.0% | $3,686+34.4% | $3,350+47.9% |
| Admin fee / account holder | $25 | $623-95.9% | $6,521-99.6% | $521-95.1% |