Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,170 | $46,173-43.3% | $170,435-84.6% | $69,631-62.4% |
| Participation rate | 32.4% | 63.9%-31.5pp | 83.6%-51.2pp | 70.7%-38.3pp |
| Annual return | 16.07% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $296 | $1,610-81.6% | $5,432-94.5% | $2,032-85.4% |
| Participant deferral / active EE | $1,089 | $2,080-47.7% | $4,939-78.0% | $3,224-66.2% |
| Admin fee / account holder | $55 | $116-52.1% | $13,881-99.6% | $110-49.7% |