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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT Service code 27 · EIN 39-1563018 | Advisory (Plan) | $5,458 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,906 | $99,957-54.1% | $149,745-69.3% | $73,497-37.5% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | -2.79% | 53.87%-56.7pp | 276.72%-279.5pp | 28.51%-31.3pp |
| Employer contribution / active EE | $1,774 | $3,191-44.4% | $4,646-61.8% | $2,270-21.9% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $48 | $551-91.3% | $9,312-99.5% | $513-90.7% |