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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Other fees;... | $120 |
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 | $3,294 | $31,388-89.5% | $73,550-95.5% | $62,293-94.7% |
| Participation rate | 13.1% | 39.9%-26.8pp | 54.9%-41.9pp | 69.5%-56.4pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $221 | $498-55.6% | $1,219-81.9% | $2,042-89.2% |
| Participant deferral / active EE | $326 | $1,028-68.3% | $1,804-81.9% | $3,169-89.7% |
| Admin fee / account holder | $5 | $299-98.4% | $2,320-99.8% | $479-99.0% |