Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,076 |
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 | $38,850 | $61,391-36.7% | $149,723-74.1% | $71,529-45.7% |
| Participation rate | 38.7% | 62.5%-23.8pp | 78.8%-40.1pp | 67.9%-29.2pp |
| Annual return | 17.01% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $721 | $2,384-69.8% | $4,821-85.1% | $2,590-72.2% |
| Participant deferral / active EE | $1,854 | $2,921-36.5% | $5,682-67.4% | $4,291-56.8% |
| Admin fee / account holder | $17 | $1,264-98.6% | $13,215-99.9% | $1,588-98.9% |