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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,934 | $50,982-31.5% | $154,803-77.4% | $85,563-59.2% |
| Participation rate | 60.3% | 59.8%+0.5pp | 78.1%-17.8pp | 66.0%-5.7pp |
| Annual return | 12.49% | 30.35%-17.9pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $1,049 | $1,708-38.6% | $4,305-75.6% | $2,654-60.5% |
| Participant deferral / active EE | $2,276 | $2,474-8.0% | $5,540-58.9% | $4,375-48.0% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |