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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 | $84,045-66.1% | $77,361-63.1% | $69,255-58.8% |
| Participation rate | 49.0% | 71.8%-22.7pp | 75.0%-25.9pp | 69.0%-20.0pp |
| Annual return | 17.87% | 12.46%+5.4pp | 1011.54%-993.7pp | 26.73%-8.9pp |
| Employer contribution / active EE | $1,817 | $2,954-38.5% | $2,990-39.2% | $2,645-31.3% |
| Participant deferral / active EE | $2,349 | $3,349-29.9% | $3,911-39.9% | $2,890-18.7% |
| Admin fee / account holder | $33 | $239-86.3% | $5,894-99.4% | $733-95.5% |