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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,730 |
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 | $3,218 | $44,473-92.8% | $76,518-95.8% | $55,725-94.2% |
| Participation rate | 47.1% | 51.0%-3.9pp | 68.0%-20.9pp | 70.9%-23.7pp |
| Annual return | -4.48% | -2.01%-2.5pp | -0.27%-4.2pp | 244.93%-249.4pp |
| Employer contribution / active EE | $44 | $1,101-96.0% | $2,647-98.3% | $2,078-97.9% |
| Participant deferral / active EE | $516 | $1,988-74.0% | $3,836-86.6% | $3,356-84.6% |
| Admin fee / account holder | $16 | $134-87.9% | $4,849-99.7% | $115-85.9% |