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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,425 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,289 | $37,044-64.1% | $71,796-81.5% | $57,658-77.0% |
| Participation rate | 16.1% | 61.1%-45.0pp | 69.1%-53.0pp | 70.2%-54.1pp |
| Annual return | 9.96% | 12.64%-2.7pp | 78.04%-68.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $109 | $720-84.8% | $1,924-94.3% | $1,974-94.5% |
| Participant deferral / active EE | $1,050 | $1,974-46.8% | $2,794-62.4% | $3,061-65.7% |
| Admin fee / account holder | $25 | $101-74.8% | $4,815-99.5% | $95-73.1% |