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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,335 |
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.
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 | $4,143 | $31,109-86.7% | $67,704-93.9% | $52,331-92.1% |
| Participation rate | 45.1% | 54.0%-8.9pp | 67.5%-22.4pp | 68.1%-23.0pp |
| Annual return | -0.55% | 23.70%-24.2pp | 25.41%-26.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $534 | $1,970-72.9% | $3,585-85.1% | $3,022-82.3% |
| Admin fee / account holder | $7 | $466-98.4% | $4,255-99.8% | $592-98.7% |