Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,934 | $46,464-24.8% | $150,298-76.8% | $79,634-56.1% |
| Participation rate | 60.3% | 57.0%+3.3pp | 77.8%-17.5pp | 62.5%-2.2pp |
| Annual return | 12.49% | 27.89%-15.4pp | 62.79%-50.3pp | 36.46%-24.0pp |
| Employer contribution / active EE | $1,049 | $1,512-30.6% | $4,154-74.7% | $2,529-58.5% |
| Participant deferral / active EE | $2,276 | $2,157+5.5% | $5,453-58.3% | $3,835-40.6% |
| Admin fee / account holder | $10 | $891-98.9% | $14,116-99.9% | $1,002-99.0% |