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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $201,901 |
ASCENSUS LLC1 year Filed as: ASCENSUS TRUST CO Service code 62 1655 43RD STREET SOUTH · FARGO, ND 58103 | Float revenue | $5,151 |
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 | $56,999 | $34,242+66.5% | $76,518-25.5% | $75,289-24.3% |
| Participation rate | 94.3% | 43.9%+50.4pp | 68.0%+26.3pp | 72.4%+21.9pp |
| Annual return | -5.21% | -0.98%-4.2pp | -0.27%-4.9pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,981 | $975+103.2% | $2,647-25.2% | $2,405-17.6% |
| Participant deferral / active EE | $4,692 | $1,872+150.6% | $3,836+22.3% | $3,739+25.5% |
| Admin fee / account holder | $137 | $112+22.8% | $4,849-97.2% | $102+34.4% |