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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $840 |
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.
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 | $13,668 | $46,745-70.8% | $60,547-77.4% | $52,331-73.9% |
| Participation rate | 36.2% | 58.6%-22.4pp | 68.0%-31.8pp | 68.1%-31.9pp |
| Annual return | 3.37% | 0.61%+2.8pp | 335.64%-332.3pp | 4.54%-1.2pp |
| Employer contribution / active EE | $84 | $1,259-93.3% | $2,419-96.5% | $1,882-95.5% |
| Participant deferral / active EE | $1,210 | $2,145-43.6% | $3,328-63.6% | $3,022-60.0% |
| Admin fee / account holder | $15 | $537-97.2% | $4,536-99.7% | $592-97.4% |