Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,606 |
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 | $34,316 | $65,125-47.3% | $143,797-76.1% | $66,949-48.7% |
| Participation rate | 33.9% | 65.2%-31.3pp | 80.3%-46.4pp | 69.8%-35.9pp |
| Annual return | -15.84% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $532 | $2,362-77.5% | $4,952-89.3% | $2,545-79.1% |
| Participant deferral / active EE | $1,578 | $2,920-46.0% | $5,638-72.0% | $4,239-62.8% |
| Admin fee / account holder | $24 | $503-95.2% | $14,679-99.8% | $594-95.9% |