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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,480 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,715 | $155,795-87.3% | $136,298-85.5% | $69,631-71.7% |
| Participation rate | 9.9% | 75.2%-65.4pp | 81.9%-72.0pp | 70.7%-60.8pp |
| Annual return | 20.09% | 232464.33%-232444.2pp | 5156.27%-5136.2pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $951 | $5,394-82.4% | $6,247-84.8% | $3,224-70.5% |
| Admin fee / account holder | $24 | $128-81.4% | $9,244-99.7% | $110-78.4% |