Filed May 19, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,447 |
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 | $60,157 | $54,320+10.7% | $67,652-11.1% | $52,331+15.0% |
| Participation rate | 77.6% | 73.6%+4.0pp | 75.7%+2.0pp | 68.1%+9.5pp |
| Annual return | 0.43% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,181 | $1,544-23.5% | $2,266-47.9% | $1,882-37.2% |
| Participant deferral / active EE | $5,826 | $2,950+97.5% | $3,560+63.7% | $3,022+92.8% |
| Admin fee / account holder | $24 | $527-95.5% | $4,821-99.5% | $592-96.0% |