Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $360 |
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 | $30,713 | $55,453-44.6% | $170,435-82.0% | $62,293-50.7% |
| Participation rate | 37.4% | 66.4%-29.0pp | 83.6%-46.2pp | 69.5%-32.2pp |
| Annual return | 11.16% | 21.38%-10.2pp | 205.94%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $546 | $2,164-74.7% | $5,432-89.9% | $2,042-73.2% |
| Participant deferral / active EE | $1,201 | $2,303-47.9% | $4,939-75.7% | $3,169-62.1% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.3% |