Filed March 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,284 | $104,317+11.5% | $159,436-27.1% | $86,799+34.0% |
| Participation rate | 95.3% | 77.7%+17.5pp | 82.8%+12.4pp | 72.3%+23.0pp |
| Annual return | 16.92% | 26.32%-9.4pp | 263.57%-246.6pp | 97.91%-81.0pp |
| Employer contribution / active EE | $862 | $3,451-75.0% | $4,829-82.2% | $2,405-64.2% |
| Participant deferral / active EE | $5,741 | $6,837-16.0% | $7,352-21.9% | $4,131+39.0% |
| Admin fee / account holder | $5 | $172-97.2% | $10,799-100.0% | $170-97.1% |