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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,702 | $31,424-88.2% | $81,473-95.5% | $69,631-94.7% |
| Participation rate | 39.0% | 50.8%-11.8pp | 68.0%-28.9pp | 70.7%-31.6pp |
| Annual return | 17.36% | 22.44%-5.1pp | 38.78%-21.4pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $38 | $1,029-96.3% | $2,568-98.5% | $2,032-98.1% |
| Participant deferral / active EE | $427 | $1,838-76.8% | $3,537-87.9% | $3,224-86.8% |
| Admin fee / account holder | $9 | $103-91.1% | $4,561-99.8% | $110-91.7% |