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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $420 |
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 | $46,437 | $48,064-3.4% | $78,778-41.1% | $69,631-33.3% |
| Participation rate | 9.0% | 61.6%-52.5pp | 69.2%-60.2pp | 70.7%-61.7pp |
| Annual return | 20.14% | 21.81%-1.7pp | 35.62%-15.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $249 | $2,079-88.0% | $2,958-91.6% | $3,224-92.3% |
| Admin fee / account holder | $8 | $152-94.8% | $5,134-99.8% | $110-92.8% |