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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $265 |
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.
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).
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 | $14,060 | $52,884-73.4% | $84,753-83.4% | $55,167-74.5% |
| Participation rate | 29.5% | 67.5%-38.0pp | 76.6%-47.1pp | 69.0%-39.5pp |
| Annual return | 6.22% | 18.03%-11.8pp | 22.78%-16.6pp | 169.23%-163.0pp |
| Employer contribution / active EE | $534 | $2,233-76.1% | $3,574-85.1% | $1,963-72.8% |
| Participant deferral / active EE | $745 | $2,644-71.8% | $3,712-79.9% | $3,054-75.6% |
| Admin fee / account holder | $20 | $581-96.6% | $5,333-99.6% | $504-96.1% |