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 | $36,002-3.0% | $161,489-78.4% | $64,728-46.0% |
| Participation rate | 60.3% | 57.4%+2.9pp | 78.7%-18.4pp | 57.9%+2.4pp |
| Annual return | 12.49% | 33.93%-21.4pp | 89.72%-77.2pp | 49.38%-36.9pp |
| Employer contribution / active EE | $1,049 | $1,380-23.9% | $4,268-75.4% | $2,243-53.2% |
| Participant deferral / active EE | $2,276 | $1,815+25.4% | $5,630-59.6% | $2,729-16.6% |
| Admin fee / account holder | $10 | $931-98.9% | $16,006-99.9% | $1,145-99.1% |