Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $2,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,560 | $55,437-44.9% | $155,534-80.4% | $74,459-59.0% |
| Participation rate | 76.8% | 61.9%+14.9pp | 78.2%-1.4pp | 67.2%+9.6pp |
| Annual return | 16.08% | 269.58%-253.5pp | 64.92%-48.8pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,109 | $2,266-51.1% | $4,675-76.3% | $2,626-57.8% |
| Participant deferral / active EE | $2,511 | $2,837-11.5% | $5,630-55.4% | $4,350-42.3% |
| Admin fee / account holder | $8 | $1,742-99.5% | $15,900-99.9% | $1,945-99.6% |