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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 | $93,351-69.4% | $62,929-54.7% | $79,634-64.2% |
| Participation rate | 49.0% | 74.6%-25.6pp | 73.1%-24.1pp | 62.5%-13.4pp |
| Annual return | 17.87% | 14.37%+3.5pp | 1063.93%-1046.1pp | 36.46%-18.6pp |
| Employer contribution / active EE | $1,817 | $3,135-42.0% | $2,505-27.5% | $2,529-28.2% |
| Participant deferral / active EE | $2,349 | $3,921-40.1% | $3,888-39.6% | $3,835-38.7% |
| Admin fee / account holder | $33 | $229-85.7% | $5,065-99.4% | $1,002-96.7% |