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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,743 | $33,745+53.3% | $64,105-19.3% | $55,191-6.2% |
| Participation rate | 4.2% | 59.4%-55.2pp | 68.2%-64.0pp | 69.2%-65.0pp |
| Annual return | 2.18% | 4.95%-2.8pp | 791.24%-789.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $160 | $1,929-91.7% | $2,822-94.3% | $3,046-94.8% |
| Admin fee / account holder | $8 | $94-91.8% | $4,499-99.8% | $91-91.5% |