Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,333 |
ASCENSUS LLC4+ years Filed as: ASSET ADVISORS OF AMERICA LLC Service code 26 · EIN 20-1302365 | Advisory (Participants) | $7,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,232 | $60,795-50.3% | $69,455-56.5% | $65,185-53.6% |
| Participation rate | 59.5% | 74.9%-15.4pp | 74.6%-15.1pp | 70.2%-10.7pp |
| Annual return | 0.88% | 17.46%-16.6pp | 28.97%-28.1pp | 29.38%-28.5pp |
| Employer contribution / active EE | $999 | $2,452-59.2% | $2,779-64.0% | $2,177-54.1% |
| Participant deferral / active EE | $2,105 | $3,162-33.4% | $3,535-40.5% | $3,514-40.1% |
| Admin fee / account holder | $32 | $314-89.9% | $3,839-99.2% | $847-96.2% |