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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $157 |
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).
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 | $31,609 | $64,909-51.3% | $82,312-61.6% | $62,293-49.3% |
| Participation rate | 8.3% | 74.9%-66.6pp | 76.9%-68.6pp | 69.5%-61.3pp |
| Annual return | 18.44% | 21.18%-2.7pp | 25.88%-7.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $246 | $3,103-92.1% | $3,706-93.4% | $3,169-92.2% |
| Admin fee / account holder | $12 | $440-97.3% | $5,608-99.8% | $479-97.5% |