Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,139 | $83,337-96.2% | $67,836-95.4% | $273,973-98.9% |
| Participation rate | 92.3% | 76.4%+15.9pp | 68.8%+23.5pp | 83.0%+9.3pp |
| Annual return | 3.41% | 259.45%-256.0pp | 138.49%-135.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,404-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3 | $6,752-100.0% | $4,621-99.9% | $10,133-100.0% |