Filed May 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,070 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,101 | $46,360-63.1% | $147,617-88.4% | $52,331-67.3% |
| Participation rate | 94.1% | 64.9%+29.1pp | 84.6%+9.4pp | 68.1%+26.0pp |
| Annual return | 2.30% | 1.62%+0.7pp | 61.98%-59.7pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,210 | $2,126-43.1% | $5,564-78.2% | $1,882-35.7% |
| Participant deferral / active EE | $559 | $2,258-75.2% | $4,895-88.6% | $3,022-81.5% |
| Admin fee / account holder | $56 | $766-92.7% | $11,612-99.5% | $592-90.5% |