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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,284 | $52,639-34.9% | $185,117-81.5% | $62,293-45.0% |
| Participation rate | 67.9% | 63.9%+4.0pp | 77.3%-9.4pp | 69.5%-1.7pp |
| Annual return | 14.12% | 19.57%-5.5pp | 40.50%-26.4pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,650 | $1,483+11.3% | $4,182-60.5% | $2,042-19.2% |
| Participant deferral / active EE | $2,723 | $3,097-12.1% | $5,045-46.0% | $3,169-14.1% |
| Admin fee / account holder | $36 | $374-90.3% | $8,159-99.6% | $479-92.5% |