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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,309 | $47,456-69.8% | $172,752-91.7% | $77,775-81.6% |
| Participation rate | 89.3% | 66.3%+23.0pp | 82.6%+6.6pp | 73.2%+16.1pp |
| Annual return | 43.96% | 35.57%+8.4pp | 802.97%-759.0pp | 32.58%+11.4pp |
| Employer contribution / active EE | $542 | $1,574-65.5% | $5,144-89.5% | $2,504-78.3% |
| Participant deferral / active EE | $2,152 | $2,560-15.9% | $5,198-58.6% | $3,966-45.7% |
| Admin fee / account holder | $50 | $81-37.9% | $13,955-99.6% | $100-49.9% |