Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $330 |
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 | $3,699 | $96,524-96.2% | $75,906-95.1% | $152,914-97.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.5%+2.2pp |
| Annual return | 20.71% | 33.93%-13.2pp | 30.73%-10.0pp | 345.48%-324.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,852-100.0% |
| Admin fee / account holder | $2 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |