Filed February 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,745 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,791 | $101,591-63.8% | $147,096-75.0% | $74,429-50.6% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 24.08% | 8746.45%-8722.4pp | 419.75%-395.7pp | 1368.38%-1344.3pp |
| Employer contribution / active EE | $3,399 | $3,813-10.9% | $4,936-31.1% | $2,625+29.5% |
| Participant deferral / active EE | $7,253 | $7,302-0.7% | $8,071-10.1% | $4,348+66.8% |
| Admin fee / account holder | $20 | $1,750-98.8% | $13,005-99.8% | $1,944-99.0% |