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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,634 | $66,310+91.0% | $93,606+35.3% | $65,185+94.3% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.8%+23.7pp | 70.2%+29.4pp |
| Annual return | 12.72% | 42.58%-29.9pp | 32.76%-20.0pp | 29.38%-16.7pp |
| Employer contribution / active EE | $12,703 | $2,012+531.4% | $2,718+367.4% | $2,177+483.6% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $6,897-99.9% | $7,888-99.9% | $847-99.3% |