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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $900 |
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 | $128,313 | $47,922+167.8% | $75,901+69.1% | $65,185+96.8% |
| Participation rate | 11.9% | 63.0%-51.1pp | 69.3%-57.4pp | 70.2%-58.3pp |
| Annual return | 26.75% | 24.12%+2.6pp | 30.76%-4.0pp | 29.38%-2.6pp |
| Employer contribution / active EE | $310 | $1,557-80.1% | $2,501-87.6% | $2,177-85.7% |
| Participant deferral / active EE | $728 | $2,550-71.5% | $3,603-79.8% | $3,514-79.3% |
| Admin fee / account holder | $60 | $532-88.7% | $5,420-98.9% | $847-92.9% |