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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $255 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,040 | $77,638-70.3% | $156,551-85.3% | $62,881-63.4% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 7.42% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,526 | $3,444-55.7% | $5,501-72.3% | $2,281-33.1% |
| Participant deferral / active EE | $3,020 | $3,046-0.8% | $4,871-38.0% | $3,203-5.7% |
| Admin fee / account holder | $2 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |