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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $155,960 |
Annual investment return 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 | $53,204 | $30,979+71.7% | $67,704-21.4% | $59,188-10.1% |
| Participation rate | 90.8% | 40.5%+50.3pp | 67.5%+23.3pp | 69.4%+21.4pp |
| Annual return | -2.07% | -1.74%-0.3pp | 25.41%-27.5pp | 5.51%-7.6pp |
| Employer contribution / active EE | $1,730 | $807+114.2% | $2,559-32.4% | $2,098-17.5% |
| Participant deferral / active EE | $3,932 | $1,603+145.4% | $3,585+9.7% | $3,265+20.4% |
| Admin fee / account holder | $127 | $81+56.6% | $4,255-97.0% | $92+37.6% |