Filed November 17, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,684 |
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 | $29,419 | $52,626-44.1% | $98,506-70.1% | $93,010-68.4% |
| Participation rate | 43.3% | 65.3%-22.0pp | 73.3%-30.0pp | 73.9%-30.6pp |
| Annual return | 8.37% | 16.95%-8.6pp | 1494.92%-1486.5pp | 158.70%-150.3pp |
| Employer contribution / active EE | $1,902 | $1,894+0.4% | $2,961-35.8% | $2,705-29.7% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,277-100.0% | $4,561-100.0% |
| Admin fee / account holder | $2 | $102-97.7% | $5,955-100.0% | $152-98.5% |