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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $120 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,626 | $47,448-46.0% | $94,993-73.0% | $62,293-58.9% |
| Participation rate | 17.5% | 66.5%-49.0pp | 73.9%-56.3pp | 69.5%-52.0pp |
| Annual return | 23.94% | 22.64%+1.3pp | 27.14%-3.2pp | 28.90%-5.0pp |
| Employer contribution / active EE | $380 | $1,300-70.8% | $2,603-85.4% | $2,042-81.4% |
| Participant deferral / active EE | $736 | $2,375-69.0% | $3,317-77.8% | $3,169-76.8% |
| Admin fee / account holder | $3 | $434-99.4% | $4,960-99.9% | $479-99.5% |