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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,553 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,520 | $86,795-67.1% | $67,681-57.9% | $64,728-55.9% |
| Participation rate | 49.0% | 71.7%-22.6pp | 73.7%-24.7pp | 57.9%-8.8pp |
| Annual return | 17.87% | 12.58%+5.3pp | 590.58%-572.7pp | 49.38%-31.5pp |
| Employer contribution / active EE | $1,817 | $2,837-36.0% | $2,678-32.2% | $2,243-19.0% |
| Participant deferral / active EE | $2,349 | $3,430-31.5% | $3,976-40.9% | $2,729-13.9% |
| Admin fee / account holder | $33 | $238-86.2% | $6,100-99.5% | $1,145-97.1% |