Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,320 |
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 | $17,157 | $52,967-67.6% | $172,753-90.1% | $65,186-73.7% |
| Participation rate | 80.6% | 66.2%+14.4pp | 82.6%-2.0pp | 70.2%+10.4pp |
| Annual return | 6.40% | 30.12%-23.7pp | 803.00%-796.6pp | 29.39%-23.0pp |
| Employer contribution / active EE | $848 | $2,190-61.3% | $5,144-83.5% | $2,177-61.0% |
| Participant deferral / active EE | $1,506 | $2,471-39.0% | $5,198-71.0% | $3,514-57.1% |
| Admin fee / account holder | $4 | $472-99.2% | $13,956-100.0% | $847-99.6% |