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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Direct payment from the plan; Sub-tra... | $360 |
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.
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 | $7,254 | $28,109-74.2% | $71,086-89.8% | $56,287-87.1% |
| Participation rate | 18.3% | 40.4%-22.1pp | 54.7%-36.3pp | 69.9%-51.5pp |
| Annual return | -13.13% | -615.05%+601.9pp | 650.59%-663.7pp | -9.96%-3.2pp |
| Employer contribution / active EE | $391 | $558-29.8% | $1,088-64.0% | $2,111-81.5% |
| Participant deferral / active EE | $656 | $1,116-41.2% | $1,874-65.0% | $3,350-80.4% |
| Admin fee / account holder | $14 | $585-97.6% | $3,082-99.6% | $521-97.3% |