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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,126 | $54,237-74.0% | $90,281-84.4% | $67,579-79.1% |
| Participation rate | 59.0% | 68.6%-9.6pp | 73.3%-14.3pp | 71.3%-12.3pp |
| Annual return | 23.09% | 37.27%-14.2pp | 78.10%-55.0pp | 378.56%-355.5pp |
| Employer contribution / active EE | $205 | $1,846-88.9% | $2,854-92.8% | $2,148-90.5% |
| Participant deferral / active EE | $1,521 | $2,625-42.0% | $3,885-60.8% | $3,539-57.0% |
| Admin fee / account holder | $106 | $123-14.1% | $5,351-98.0% | $142-25.5% |