Filed February 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,567 | $23,224-67.4% | $71,086-89.4% | $55,725-86.4% |
| Participation rate | 32.9% | 37.9%-5.0pp | 54.7%-21.8pp | 70.9%-38.0pp |
| Annual return | -8.19% | -2.87%-5.3pp | 650.59%-658.8pp | 244.93%-253.1pp |
| Employer contribution / active EE | $98 | $436-77.5% | $1,088-91.0% | $2,078-95.3% |
| Participant deferral / active EE | $678 | $929-27.0% | $1,874-63.8% | $3,356-79.8% |
| Admin fee / account holder | $28 | $118-75.9% | $3,082-99.1% | $115-75.4% |