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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,730 | $69,305-49.9% | $82,312-57.8% | $69,631-50.1% |
| Participation rate | 31.1% | 80.3%-49.2pp | 76.9%-45.8pp | 70.7%-39.6pp |
| Annual return | 46.05% | 21.47%+24.6pp | 25.88%+20.2pp | 27571.02%-27525.0pp |
| Employer contribution / active EE | $821 | $1,887-56.5% | $2,428-66.2% | $2,032-59.6% |
| Participant deferral / active EE | $793 | $3,568-77.8% | $3,706-78.6% | $3,224-75.4% |
| Admin fee / account holder | $10 | $97-89.5% | $5,608-99.8% | $110-90.7% |