Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $4,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,533 | $61,391-50.3% | $149,723-79.6% | $71,529-57.3% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.6pp | 67.9%+8.3pp |
| Annual return | 11.74% | 35.88%-24.1pp | 134.50%-122.8pp | 28.97%-17.2pp |
| Employer contribution / active EE | $1,227 | $2,384-48.5% | $4,821-74.5% | $2,590-52.6% |
| Participant deferral / active EE | $2,551 | $2,921-12.7% | $5,682-55.1% | $4,291-40.6% |
| Admin fee / account holder | $7 | $1,264-99.5% | $13,215-99.9% | $1,588-99.6% |