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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $170,082 |
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 | $53,668 | $31,370+71.1% | $74,577-28.0% | $63,975-16.1% |
| Participation rate | 92.7% | 42.6%+50.1pp | 68.1%+24.6pp | 71.1%+21.5pp |
| Annual return | 6.54% | -105.16%+111.7pp | 20.47%-13.9pp | 48.65%-42.1pp |
| Employer contribution / active EE | $1,710 | $822+108.0% | $2,525-32.3% | $2,182-21.6% |
| Participant deferral / active EE | $3,899 | $1,560+149.9% | $3,458+12.7% | $3,356+16.2% |
| Admin fee / account holder | $125 | $77+62.8% | $4,138-97.0% | $70+77.4% |