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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $23,629 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,596 | $99,957-70.4% | $149,745-80.2% | $73,497-59.7% |
| Participation rate | 33.9% | 75.7%-41.8pp | 82.5%-48.6pp | 70.7%-36.8pp |
| Annual return | 15.01% | 53.87%-38.9pp | 276.72%-261.7pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $881 | $6,073-85.5% | $6,843-87.1% | $3,740-76.4% |
| Admin fee / account holder | $241 | $551-56.2% | $9,312-97.4% | $513-53.0% |