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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,731 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,493 | $60,545-52.9% | $92,240-69.1% | $69,631-59.1% |
| Participation rate | 34.2% | 72.2%-37.9pp | 76.5%-42.3pp | 70.7%-36.5pp |
| Annual return | 20.63% | 19.71%+0.9pp | 176.29%-155.7pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,067 | $2,828-62.3% | $3,897-72.6% | $3,224-66.9% |
| Admin fee / account holder | $87 | $145-39.6% | $5,194-98.3% | $110-20.9% |