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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $14,617 |
THE BENEFIT ADVANTAGE, INC.4 years Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $2,325 |
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.
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 | $44,515 | $65,453-32.0% | $86,698-48.7% | $66,938-33.5% |
| Participation rate | 40.5% | 75.5%-35.0pp | 76.6%-36.1pp | 69.8%-29.4pp |
| Annual return | -17.39% | -10.89%-6.5pp | 35.95%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,369 | $2,154-36.5% | $2,837-51.8% | $2,545-46.2% |
| Participant deferral / active EE | $1,500 | $4,102-63.4% | $4,656-67.8% | $4,238-64.6% |
| Admin fee / account holder | $144 | $642-77.6% | $7,493-98.1% | $594-75.7% |