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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $180 |
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 | $30,684 | $45,687-32.8% | $67,834-54.8% | - |
| Participation rate | 32.3% | 59.9%-27.6pp | 68.8%-36.5pp | - |
| Annual return | 8.13% | 24.25%-16.1pp | 138.47%-130.3pp | - |
| Employer contribution / active EE | $0 | $851-100.0% | $2,403-100.0% | - |
| Participant deferral / active EE | $881 | $1,936-54.5% | $3,160-72.1% | - |
| Admin fee / account holder | $4 | $7,721-100.0% | $4,622-99.9% | - |