Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASSET ADVISORS OF AMERICA LLC Service code 26 · EIN 20-1302365 | Advisory (Participants) | $12,762 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,085 |
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 | $30,997 | $52,467-40.9% | $57,196-45.8% | $55,167-43.8% |
| Participation rate | 79.7% | 75.8%+3.9pp | 75.3%+4.4pp | 69.0%+10.7pp |
| Annual return | 7.61% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $793 | $2,477-68.0% | $2,683-70.5% | $1,963-59.6% |
| Participant deferral / active EE | $1,954 | $2,830-30.9% | $3,096-36.9% | $3,054-36.0% |
| Admin fee / account holder | $68 | $269-74.8% | $3,141-97.8% | $504-86.5% |