Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,415 | $65,125-64.0% | $143,797-83.7% | $66,949-65.0% |
| Participation rate | 72.5% | 65.2%+7.3pp | 80.3%-7.9pp | 69.8%+2.6pp |
| Annual return | -12.59% | -11.13%-1.5pp | -0.04%-12.5pp | 1.57%-14.2pp |
| Employer contribution / active EE | $1,208 | $2,362-48.9% | $4,952-75.6% | $2,545-52.5% |
| Participant deferral / active EE | $2,349 | $2,920-19.6% | $5,638-58.3% | $4,239-44.6% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |