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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,396 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,848 | $58,093-24.5% | $80,022-45.2% | $56,287-22.1% |
| Participation rate | 67.9% | 73.6%-5.7pp | 75.8%-7.9pp | 69.9%-1.9pp |
| Annual return | 85.30% | 34.63%+50.7pp | 11.22%+74.1pp | -9.96%+95.3pp |
| Employer contribution / active EE | $350 | $1,933-81.9% | $2,468-85.8% | $2,111-83.4% |
| Participant deferral / active EE | $1,982 | $3,136-36.8% | $3,686-46.2% | $3,350-40.8% |
| Admin fee / account holder | $46 | $623-92.7% | $6,521-99.3% | $521-91.2% |