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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,685 |
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 | $48,404 | $54,320-10.9% | $67,652-28.5% | $52,331-7.5% |
| Participation rate | 97.3% | 73.6%+23.8pp | 75.7%+21.7pp | 68.1%+29.2pp |
| Annual return | 0.54% | 6.81%-6.3pp | 6625.40%-6624.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,560 | $1,544+65.8% | $2,266+13.0% | $1,882+36.0% |
| Participant deferral / active EE | $1,462 | $2,950-50.4% | $3,560-58.9% | $3,022-51.6% |
| Admin fee / account holder | $36 | $527-93.2% | $4,821-99.3% | $592-94.0% |