Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
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 | $160,955 | $155,795+3.3% | $136,298+18.1% | $69,631+131.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 12.58% | 232464.33%-232451.8pp | 5156.27%-5143.7pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,972 | $2,991+32.8% | $4,696-15.4% | $2,032+95.5% |
| Participant deferral / active EE | $11,291 | $5,394+109.3% | $6,247+80.7% | $3,224+250.3% |
| Admin fee / account holder | $29 | $128-77.4% | $9,244-99.7% | $110-73.8% |