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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1411118 | Advisory (Plan) | $30,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $22,807 |
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 | $24,105 | $50,902-52.6% | $155,534-84.5% | $77,736-69.0% |
| Participation rate | 84.1% | 63.1%+21.0pp | 78.2%+5.9pp | 70.6%+13.5pp |
| Annual return | 12.80% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,716 | $1,991+36.4% | $4,675-41.9% | $2,728-0.4% |
| Participant deferral / active EE | $2,892 | $2,824+2.4% | $5,630-48.6% | $4,651-37.8% |
| Admin fee / account holder | $105 | $437-75.9% | $15,900-99.3% | $433-75.7% |