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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,721 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,950 | $50,815-17.4% | $155,509-73.0% | $77,643-46.0% |
| Participation rate | 17.2% | 63.1%-45.9pp | 78.2%-61.0pp | 70.6%-53.4pp |
| Annual return | 12.74% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $377 | $1,993-81.1% | $4,672-91.9% | $2,726-86.2% |
| Participant deferral / active EE | $688 | $2,822-75.6% | $5,626-87.8% | $4,647-85.2% |
| Admin fee / account holder | $50 | $437-88.6% | $15,912-99.7% | $430-88.4% |