Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $33,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,303 | $47,977-47.3% | $154,108-83.6% | $56,289-55.0% |
| Participation rate | 32.4% | 66.2%-33.8pp | 83.0%-50.7pp | 69.9%-37.5pp |
| Annual return | -4.22% | 3.54%-7.8pp | 735.21%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $378 | $2,169-82.6% | $5,298-92.9% | $2,111-82.1% |
| Participant deferral / active EE | $1,066 | $2,392-55.4% | $5,081-79.0% | $3,350-68.2% |
| Admin fee / account holder | $211 | $438-51.8% | $13,411-98.4% | $521-59.4% |