Filed June 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $905 |
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 | $77,764 | $41,854+85.8% | $73,836+5.3% | $52,331+48.6% |
| Participation rate | 87.2% | 66.2%+20.9pp | 73.4%+13.7pp | 68.1%+19.1pp |
| Annual return | -2.76% | 2.11%-4.9pp | 2268.06%-2270.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $9,696 | $1,920+404.9% | $2,787+247.8% | $1,882+415.3% |
| Participant deferral / active EE | $7,458 | $2,498+198.6% | $3,583+108.2% | $3,022+146.8% |
| Admin fee / account holder | $5 | $493-99.0% | $4,882-99.9% | $592-99.2% |