Filed June 2, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,276 |
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 | $73,789 | $136,307-45.9% | $177,821-58.5% | $73,488+0.4% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.7%+10.9pp | 70.7%+27.9pp |
| Annual return | 20.16% | 18.68%+1.5pp | 48.32%-28.2pp | 28.51%-8.4pp |
| Employer contribution / active EE | $6,867 | $3,712+85.0% | $5,918+16.0% | $2,270+202.5% |
| Participant deferral / active EE | $8,308 | $5,829+42.5% | $7,714+7.7% | $3,740+122.2% |
| Admin fee / account holder | $83 | $596-86.1% | $12,427-99.3% | $513-83.8% |