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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,253 | $45,119-50.7% | $85,126-73.9% | $74,429-70.1% |
| Participation rate | 47.6% | 49.4%-1.7pp | 67.5%-19.9pp | 67.2%-19.6pp |
| Annual return | 11.78% | 26.28%-14.5pp | 66.63%-54.9pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $1,067 | $1,460-26.9% | $2,731-60.9% | $2,625-59.3% |
| Participant deferral / active EE | $2,300 | $2,738-16.0% | $4,523-49.1% | $4,348-47.1% |
| Admin fee / account holder | $29 | $2,214-98.7% | $6,160-99.5% | $1,944-98.5% |