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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $23,418 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,881 | $91,474-68.4% | $135,982-78.8% | $71,529-59.6% |
| Participation rate | 25.8% | 75.7%-49.8pp | 81.9%-56.1pp | 67.9%-42.1pp |
| Annual return | 13.80% | 29.89%-16.1pp | 68.32%-54.5pp | 28.97%-15.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,025 | $7,095-85.5% | $7,760-86.8% | $4,291-76.1% |
| Admin fee / account holder | $239 | $1,267-81.1% | $10,767-97.8% | $1,588-85.0% |