Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $65,035 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 49 | Other Services | $11,086 |
ASCENSUS LLC4+ years Filed as: PENSION ADMINISTRATORS LLC Service code 49 | Other Services | $0 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,309 | $47,278-52.8% | $124,693-82.1% | $93,010-76.0% |
| Participation rate | 39.6% | 51.1%-11.5pp | 74.6%-35.0pp | 73.9%-34.3pp |
| Annual return | 16.53% | 15.27%+1.3pp | 5144.19%-5127.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $713 | $937-23.9% | $3,324-78.5% | $2,705-73.6% |
| Participant deferral / active EE | $1,134 | $1,786-36.5% | $4,615-75.4% | $4,561-75.1% |
| Admin fee / account holder | $177 | $108+63.2% | $7,494-97.6% | $152+16.6% |