Filed November 17, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,587 | $55,527-35.9% | $81,783-56.5% | $199,768-82.2% |
| Participation rate | 45.6% | 62.7%-17.1pp | 72.4%-26.7pp | 72.0%-26.4pp |
| Annual return | 8.07% | 19.58%-11.5pp | 775.05%-767.0pp | 34.26%-26.2pp |
| Employer contribution / active EE | $2,333 | $2,111+10.5% | $2,913-19.9% | $3,037-23.2% |
| Participant deferral / active EE | $0 | $3,296-100.0% | $4,320-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $347-99.9% | $7,380-100.0% | $269-99.8% |