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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,208 | $59,231-62.5% | $90,223-75.4% | $52,331-57.6% |
| Participation rate | 56.3% | 75.0%-18.8pp | 79.0%-22.8pp | 68.1%-11.9pp |
| Annual return | 33.79% | 3.53%+30.3pp | 1.31%+32.5pp | 4.54%+29.2pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,378-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,730 | $4,659-19.9% | $5,792-35.6% | $3,022+23.4% |
| Admin fee / account holder | $8 | $515-98.4% | $7,406-99.9% | $592-98.6% |