Filed November 17, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,145 |
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 | $29,218 | $43,236-32.4% | $82,763-64.7% | $77,906-62.5% |
| Participation rate | 44.5% | 64.2%-19.7pp | 72.6%-28.1pp | 73.7%-29.2pp |
| Annual return | -13.07% | 2.40%-15.5pp | 702.45%-715.5pp | 12.16%-25.2pp |
| Employer contribution / active EE | $1,872 | $1,924-2.7% | $3,008-37.8% | $2,846-34.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $12 | $102-88.3% | $5,325-99.8% | $133-91.0% |