Filed May 19, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,931 |
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 | $76,045 | $64,909+17.2% | $82,313-7.6% | $62,293+22.1% |
| Participation rate | 72.2% | 74.9%-2.7pp | 76.9%-4.7pp | 69.5%+2.6pp |
| Annual return | 18.93% | 21.18%-2.3pp | 25.88%-6.9pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,042 | $1,676-37.8% | $2,428-57.1% | $2,042-49.0% |
| Participant deferral / active EE | $5,763 | $3,103+85.7% | $3,706+55.5% | $3,169+81.9% |
| Admin fee / account holder | $96 | $440-78.2% | $5,608-98.3% | $479-80.0% |