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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $75 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,104 | $43,133-23.3% | $89,435-63.0% | $73,497-55.0% |
| Participation rate | 23.6% | 55.0%-31.4pp | 68.0%-44.4pp | 70.7%-47.1pp |
| Annual return | 18.08% | 135.66%-117.6pp | 245.55%-227.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $613 | $2,445-74.9% | $3,890-84.2% | $3,740-83.6% |
| Admin fee / account holder | $1 | $444-99.7% | $4,884-100.0% | $513-99.8% |