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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 | $83,575-65.9% | $66,439-57.1% | $65,191-56.3% |
| Participation rate | 49.0% | 71.6%-22.5pp | 74.5%-25.4pp | 63.0%-13.9pp |
| Annual return | 17.87% | 12.38%+5.5pp | 757.66%-739.8pp | 51.24%-33.4pp |
| Employer contribution / active EE | $1,817 | $2,903-37.4% | $2,637-31.1% | $2,400-24.3% |
| Participant deferral / active EE | $2,349 | $3,365-30.2% | $3,876-39.4% | $2,671-12.1% |
| Admin fee / account holder | $33 | $234-86.0% | $6,173-99.5% | $907-96.4% |