Filed March 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,394 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,259 | $106,028+11.5% | $146,958-19.5% | $77,643+52.3% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 15.24% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $992 | $4,063-75.6% | $4,933-79.9% | $2,726-63.6% |
| Participant deferral / active EE | $6,186 | $7,990-22.6% | $8,070-23.3% | $4,647+33.1% |
| Admin fee / account holder | $20 | $337-94.1% | $12,998-99.8% | $430-95.3% |