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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 33-0667408 | Advisory (Participants) | $22,464 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,598 | $47,135-45.7% | $149,717-82.9% | $74,440-65.6% |
| Participation rate | 35.7% | 63.4%-27.7pp | 78.8%-43.1pp | 70.7%-35.1pp |
| Annual return | 18.93% | 22.75%-3.8pp | 134.41%-115.5pp | 34.37%-15.4pp |
| Employer contribution / active EE | $271 | $1,906-85.8% | $4,820-94.4% | $2,638-89.7% |
| Participant deferral / active EE | $2,706 | $2,728-0.8% | $5,682-52.4% | $4,529-40.3% |
| Admin fee / account holder | $215 | $343-37.3% | $13,213-98.4% | $348-38.2% |