Filed November 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,875 | $54,392-89.2% | $84,750-93.1% | $63,975-90.8% |
| Participation rate | 24.6% | 76.9%-52.3pp | 76.6%-52.0pp | 71.1%-46.6pp |
| Annual return | 5.01% | 611.38%-606.4pp | 22.78%-17.8pp | 48.65%-43.6pp |
| Employer contribution / active EE | $1,348 | $2,943-54.2% | $3,574-62.3% | $2,182-38.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $23 | $136-82.9% | $5,332-99.6% | $70-67.1% |