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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $85 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,632 | $64,176-71.0% | $112,249-83.4% | $66,938-72.2% |
| Participation rate | 36.3% | 68.4%-32.2pp | 75.1%-38.8pp | 69.8%-33.5pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,123 | $3,007-62.6% | $3,636-69.1% | $2,545-55.9% |
| Participant deferral / active EE | $1,943 | $3,694-47.4% | $4,729-58.9% | $4,238-54.1% |
| Admin fee / account holder | $88 | $626-85.9% | $6,412-98.6% | $594-85.1% |