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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $6,535 |
REGIONS BANK1+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $5,173 | $27,330-81.1% | $67,704-92.4% | $55,191-90.6% |
| Participation rate | 18.5% | 47.5%-29.1pp | 67.5%-49.1pp | 69.2%-50.7pp |
| Annual return | -1.40% | 8.81%-10.2pp | 25.41%-26.8pp | 10.78%-12.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $104 | $1,709-93.9% | $3,585-97.1% | $3,046-96.6% |
| Admin fee / account holder | $59 | $109-46.0% | $4,255-98.6% | $91-35.0% |