Filed December 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $2,260 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,016 | $52,967-39.6% | $172,753-81.5% | $65,186-50.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 82.6%-9.3pp | 70.2%+3.1pp |
| Annual return | 19.34% | 30.12%-10.8pp | 803.00%-783.7pp | 29.39%-10.0pp |
| Employer contribution / active EE | $3,235 | $2,190+47.7% | $5,144-37.1% | $2,177+48.6% |
| Participant deferral / active EE | $4,888 | $2,471+97.8% | $5,198-6.0% | $3,514+39.1% |
| Admin fee / account holder | $101 | $472-78.6% | $13,956-99.3% | $847-88.1% |