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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,280 |
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 | $96,073 | $64,909+48.0% | $82,312+16.7% | $62,293+54.2% |
| Participation rate | 96.7% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 16.51% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,912 | $1,676+133.4% | $2,428+61.1% | $2,042+91.6% |
| Participant deferral / active EE | $4,444 | $3,103+43.2% | $3,706+19.9% | $3,169+40.2% |
| Admin fee / account holder | $11 | $440-97.6% | $5,608-99.8% | $479-97.8% |