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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,604 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
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.
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 | $49,653 | $72,448-31.5% | $118,746-58.2% | $69,631-28.7% |
| Participation rate | 53.5% | 79.7%-26.2pp | 78.3%-24.8pp | 70.7%-17.2pp |
| Annual return | 18.64% | 19.06%-0.4pp | 24.54%-5.9pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $408 | $3,771-89.2% | $4,193-90.3% | $2,032-79.9% |
| Participant deferral / active EE | $2,227 | $4,943-54.9% | $5,332-58.2% | $3,224-30.9% |
| Admin fee / account holder | $68 | $99-31.5% | $10,720-99.4% | $110-38.7% |