Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,182 |
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 | $3,516 | $102,638-96.6% | $81,988-95.7% | $158,988-97.8% |
| Participation rate | 91.7% | 75.5%+16.1pp | 69.3%+22.4pp | 82.0%+9.7pp |
| Annual return | 14.63% | 61.05%-46.4pp | 41.32%-26.7pp | 303.00%-288.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,499-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,723-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13 | $8,237-99.8% | $5,666-99.8% | $11,252-99.9% |