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 | $38,165-8.5% | $189,758-81.6% | $69,255-49.6% |
| Participation rate | 60.3% | 66.7%-6.4pp | 79.8%-19.5pp | 69.0%-8.7pp |
| Annual return | 12.49% | 14.65%-2.2pp | 52.62%-40.1pp | 26.73%-14.2pp |
| Employer contribution / active EE | $1,049 | $1,589-34.0% | $4,767-78.0% | $2,645-60.3% |
| Participant deferral / active EE | $2,276 | $2,073+9.8% | $5,856-61.1% | $2,890-21.3% |
| Admin fee / account holder | $10 | $714-98.6% | $20,388-100.0% | $733-98.6% |