Filed May 19, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,218 |
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 | $67,939 | $60,165+12.9% | $74,184-8.4% | $55,167+23.2% |
| Participation rate | 77.5% | 74.2%+3.3pp | 76.6%+0.9pp | 69.0%+8.5pp |
| Annual return | 9.70% | 10.00%-0.3pp | 17.74%-8.0pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,229 | $1,600-23.2% | $2,370-48.1% | $1,963-37.4% |
| Participant deferral / active EE | $6,349 | $2,973+113.6% | $3,550+78.9% | $3,054+107.9% |
| Admin fee / account holder | $66 | $419-84.3% | $5,586-98.8% | $504-86.9% |