Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,108 | $46,732-35.6% | $156,551-80.8% | $55,167-45.4% |
| Participation rate | 35.1% | 65.8%-30.7pp | 84.0%-48.9pp | 69.0%-33.9pp |
| Annual return | 1.32% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $479 | $2,105-77.2% | $5,501-91.3% | $1,963-75.6% |
| Participant deferral / active EE | $988 | $2,204-55.2% | $4,871-79.7% | $3,054-67.6% |
| Admin fee / account holder | $3 | $418-99.4% | $13,028-100.0% | $504-99.5% |