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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $0 |
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.
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 | $36,820 | $60,165-38.8% | $74,184-50.4% | $55,167-33.3% |
| Participation rate | 26.4% | 74.2%-47.7pp | 76.6%-50.2pp | 69.0%-42.6pp |
| Annual return | 6.80% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $721 | $1,600-54.9% | $2,370-69.6% | $1,963-63.2% |
| Participant deferral / active EE | $348 | $2,973-88.3% | $3,550-90.2% | $3,054-88.6% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |