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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
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.
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 | $26,072 | $50,498-48.4% | $75,784-65.6% | $55,191-52.8% |
| Participation rate | 29.4% | 69.4%-40.0pp | 75.8%-46.4pp | 69.2%-39.8pp |
| Annual return | 4.23% | 1.80%+2.4pp | 9.68%-5.4pp | 10.78%-6.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $713 | $2,589-72.5% | $3,652-80.5% | $3,046-76.6% |
| Admin fee / account holder | $13 | $123-89.7% | $5,300-99.8% | $91-86.0% |