Filed November 17, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,127 |
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 | $31,970 | $52,188-38.7% | $86,656-63.1% | $74,473-57.1% |
| Participation rate | 73.9% | 66.3%+7.6pp | 71.7%+2.2pp | 70.7%+3.2pp |
| Annual return | 12.92% | 44.46%-31.5pp | 593.09%-580.2pp | 34.36%-21.4pp |
| Employer contribution / active EE | $3,693 | $2,282+61.9% | $3,025+22.1% | $2,638+40.0% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,439-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $319-99.2% | $5,619-100.0% | $347-99.3% |