Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,069 |
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 | $115,653 | $88,324+30.9% | $115,038+0.5% | $55,191+109.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.04% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,322 | $2,805+18.4% | $4,608-27.9% | $1,899+75.0% |
| Participant deferral / active EE | $10,385 | $5,042+106.0% | $6,026+72.3% | $3,046+240.9% |
| Admin fee / account holder | $33 | $105-68.4% | $8,175-99.6% | $91-63.4% |