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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $23,679 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,568 | $84,499-72.1% | $125,391-81.2% | $66,949-64.8% |
| Participation rate | 39.8% | 76.4%-36.7pp | 82.4%-42.6pp | 69.8%-30.1pp |
| Annual return | -15.99% | -8.49%-7.5pp | 572.41%-588.4pp | 1.57%-17.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,316 | $6,785-80.6% | $7,448-82.3% | $4,239-69.0% |
| Admin fee / account holder | $232 | $685-66.1% | $10,009-97.7% | $594-60.9% |