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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,165 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,901 | $63,905-37.6% | $74,184-46.2% | $57,658-30.8% |
| Participation rate | 96.9% | 79.8%+17.1pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 6.70% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,320 | $1,840+26.0% | $2,370-2.1% | $1,974+17.5% |
| Participant deferral / active EE | $1,379 | $3,448-60.0% | $3,550-61.1% | $3,061-54.9% |
| Admin fee / account holder | $25 | $91-72.7% | $5,586-99.6% | $95-73.7% |