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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $550 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,615 | $70,428-76.4% | $96,562-82.8% | $85,850-80.6% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.7pp | 69.3%-26.2pp |
| Annual return | 15.76% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1 | $1,413-99.9% | $2,356-99.9% | $2,565-100.0% |
| Participant deferral / active EE | $1,467 | $2,894-49.3% | $3,849-61.9% | $3,952-62.9% |
| Admin fee / account holder | $5 | $4,997-99.9% | $6,181-99.9% | $6,260-99.9% |