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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $208,712 |
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 | $69,223 | $41,617+66.3% | $84,637-18.2% | $77,775-11.0% |
| Participation rate | 95.0% | 45.0%+49.9pp | 68.2%+26.7pp | 73.2%+21.8pp |
| Annual return | 14.43% | 24.97%-10.5pp | 258.82%-244.4pp | 32.58%-18.1pp |
| Employer contribution / active EE | $2,064 | $1,061+94.5% | $2,653-22.2% | $2,504-17.6% |
| Participant deferral / active EE | $4,938 | $2,129+132.0% | $3,900+26.6% | $3,966+24.5% |
| Admin fee / account holder | $144 | $121+18.8% | $4,914-97.1% | $100+43.6% |