Filed August 28, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,000 | $55,437-45.9% | $155,534-80.7% | $74,459-59.7% |
| Participation rate | 50.6% | 61.9%-11.3pp | 78.2%-27.6pp | 67.2%-16.6pp |
| Annual return | 15.08% | 269.58%-254.5pp | 64.92%-49.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $646 | $2,266-71.5% | $4,675-86.2% | $2,626-75.4% |
| Participant deferral / active EE | $1,944 | $2,837-31.5% | $5,630-65.5% | $4,350-55.3% |
| Admin fee / account holder | $22 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |