Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,655 |
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 | $30,000 | $55,470-45.9% | $155,556-80.7% | $74,478-59.7% |
| Participation rate | 50.6% | 61.9%-11.3pp | 78.2%-27.6pp | 67.2%-16.6pp |
| Annual return | 15.08% | 269.80%-254.7pp | 64.84%-49.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $646 | $2,267-71.5% | $4,675-86.2% | $2,626-75.4% |
| Participant deferral / active EE | $1,944 | $2,838-31.5% | $5,631-65.5% | $4,350-55.3% |
| Admin fee / account holder | $22 | $1,744-98.8% | $15,885-99.9% | $1,946-98.9% |