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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $68,266 |
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.
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 | $6,640 | $48,064-86.2% | $78,778-91.6% | $69,631-90.5% |
| Participation rate | 82.5% | 61.6%+20.9pp | 69.2%+13.3pp | 70.7%+11.8pp |
| Annual return | 15.83% | 21.81%-6.0pp | 35.62%-19.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $464 | $744-37.6% | $1,986-76.6% | $2,032-77.2% |
| Participant deferral / active EE | $585 | $2,079-71.8% | $2,958-80.2% | $3,224-81.8% |
| Admin fee / account holder | $93 | $152-38.6% | $5,134-98.2% | $110-15.5% |