Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASSET ADVISORS OF AMERICA LLC Service code 26 · EIN 20-1302365 | Advisory (Participants) | $12,976 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $580 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,556 | $57,976-45.6% | $62,995-49.9% | $62,292-49.3% |
| Participation rate | 85.5% | 75.9%+9.6pp | 74.8%+10.7pp | 69.5%+16.0pp |
| Annual return | 11.33% | 17.54%-6.2pp | 87.57%-76.2pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,100 | $2,415-54.5% | $2,759-60.1% | $2,042-46.2% |
| Participant deferral / active EE | $2,611 | $2,956-11.7% | $3,329-21.6% | $3,169-17.6% |
| Admin fee / account holder | $59 | $276-78.7% | $3,600-98.4% | $479-87.8% |