Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,187 | $50,820+136.5% | $155,567-22.7% | $77,671+54.7% |
| Participation rate | 67.4% | 63.1%+4.2pp | 78.2%-10.8pp | 70.6%-3.2pp |
| Annual return | 16.81% | 34.85%-18.0pp | 64.74%-47.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $2,667 | $1,993+33.8% | $4,674-42.9% | $2,726-2.2% |
| Participant deferral / active EE | $5,997 | $2,823+112.4% | $5,628+6.6% | $4,648+29.0% |
| Admin fee / account holder | $90 | $436-79.3% | $15,916-99.4% | $430-79.0% |