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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,411 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,328 | $47,977-78.5% | $154,107-93.3% | $56,287-81.7% |
| Participation rate | 35.1% | 66.2%-31.1pp | 83.0%-47.9pp | 69.9%-34.7pp |
| Annual return | 6.25% | 3.54%+2.7pp | 735.12%-728.9pp | -9.96%+16.2pp |
| Employer contribution / active EE | $478 | $2,169-78.0% | $5,298-91.0% | $2,111-77.4% |
| Participant deferral / active EE | $268 | $2,392-88.8% | $5,081-94.7% | $3,350-92.0% |
| Admin fee / account holder | $35 | $438-92.0% | $13,411-99.7% | $521-93.3% |