Filed August 28, 2024 (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 | $3,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,941 | $52,293-23.6% | $178,503-77.6% | $73,412-45.6% |
| Participation rate | 32.3% | 65.3%-33.0pp | 81.9%-49.6pp | 72.2%-39.8pp |
| Annual return | 32.96% | 34.75%-1.8pp | 151.12%-118.2pp | 59.30%-26.3pp |
| Employer contribution / active EE | $397 | $1,736-77.2% | $5,011-92.1% | $2,234-82.2% |
| Participant deferral / active EE | $1,172 | $2,333-49.8% | $5,202-77.5% | $3,806-69.2% |
| Admin fee / account holder | $59 | $127-53.3% | $13,987-99.6% | $158-62.3% |