Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,474 |
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 | $23,292 | $45,343-48.6% | $150,298-84.5% | $67,986-65.7% |
| Participation rate | 57.7% | 51.9%+5.8pp | 77.8%-20.1pp | 57.2%+0.5pp |
| Annual return | 12.46% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $653 | $1,462-55.3% | $4,154-84.3% | $2,019-67.6% |
| Participant deferral / active EE | $1,773 | $2,055-13.7% | $5,453-67.5% | $3,358-47.2% |
| Admin fee / account holder | $65 | $2,250-97.1% | $14,116-99.5% | $3,203-98.0% |