Filed November 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,705 | $55,516-89.7% | $75,781-92.5% | $59,188-90.4% |
| Participation rate | 21.4% | 73.6%-52.2pp | 75.8%-54.4pp | 69.4%-48.0pp |
| Annual return | -0.57% | -1.89%+1.3pp | 9.68%-10.2pp | 5.51%-6.1pp |
| Employer contribution / active EE | $362 | $2,604-86.1% | $3,323-89.1% | $2,098-82.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $110-90.9% | $5,299-99.8% | $92-89.2% |