Filed January 10, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 · EIN 90-0142264 | Advisory (Participants) | $145,522 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $112,992 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,480 | $50,169+199.9% | $149,740+0.5% | $80,187+87.7% |
| Participation rate | 96.3% | 64.3%+32.1pp | 78.8%+17.6pp | 72.9%+23.4pp |
| Annual return | 17.78% | 29.82%-12.0pp | 134.51%-116.7pp | 40.40%-22.6pp |
| Employer contribution / active EE | $4,691 | $1,869+150.9% | $4,821-2.7% | $2,980+57.4% |
| Participant deferral / active EE | $7,713 | $3,194+141.5% | $5,683+35.7% | $5,016+53.8% |
| Admin fee / account holder | $144 | $153-5.6% | $13,222-98.9% | $145-0.6% |