Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASSET ADVISORS OF AMERICA LLC Service code 26 · EIN 20-1302365 | Advisory (Participants) | $7,182 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $360 |
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 | $32,558 | $55,002-40.8% | $59,878-45.6% | $56,287-42.2% |
| Participation rate | 87.2% | 75.9%+11.3pp | 74.7%+12.5pp | 69.9%+17.4pp |
| Annual return | 9.47% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $1,136 | $2,448-53.6% | $2,722-58.3% | $2,111-46.2% |
| Participant deferral / active EE | $2,782 | $3,121-10.9% | $3,402-18.2% | $3,350-17.0% |
| Admin fee / account holder | $32 | $236-86.6% | $3,590-99.1% | $521-93.9% |