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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,168 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,740 | $70,002-71.8% | $115,038-82.8% | $52,331-62.3% |
| Participation rate | 55.4% | 72.1%-16.7pp | 81.4%-26.0pp | 68.1%-12.7pp |
| Annual return | -3.15% | 4.04%-7.2pp | 26.14%-29.3pp | 4.54%-7.7pp |
| Employer contribution / active EE | $3,325 | $2,715+22.5% | $4,608-27.8% | $1,882+76.7% |
| Participant deferral / active EE | $2,779 | $4,920-43.5% | $6,026-53.9% | $3,022-8.0% |
| Admin fee / account holder | $57 | $566-90.0% | $8,175-99.3% | $592-90.4% |