Filed April 29, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,934 | $36,904-5.3% | $158,223-77.9% | $65,191-46.4% |
| Participation rate | 60.3% | 62.1%-1.8pp | 79.2%-18.9pp | 63.0%-2.7pp |
| Annual return | 12.49% | 24.43%-11.9pp | 52.09%-39.6pp | 51.24%-38.8pp |
| Employer contribution / active EE | $1,049 | $1,489-29.6% | $4,109-74.5% | $2,400-56.3% |
| Participant deferral / active EE | $2,276 | $1,936+17.6% | $5,467-58.4% | $2,671-14.8% |
| Admin fee / account holder | $10 | $793-98.7% | $16,047-99.9% | $907-98.9% |