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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,806 | $22,715-52.4% | $73,550-85.3% | - |
| Participation rate | 21.2% | 40.6%-19.3pp | 54.9%-33.7pp | - |
| Annual return | 5.52% | -6.79%+12.3pp | -15.16%+20.7pp | - |
| Employer contribution / active EE | $0 | $343-100.0% | $1,219-100.0% | - |
| Participant deferral / active EE | $454 | $761-40.4% | $1,804-74.8% | - |
| Admin fee / account holder | $10 | $1,186-99.2% | $2,320-99.6% | - |