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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $200 |
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.
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 | $26,869 | $54,320-50.5% | $67,652-60.3% | $52,331-48.7% |
| Participation rate | 23.8% | 73.6%-49.8pp | 75.7%-51.9pp | 68.1%-44.3pp |
| Annual return | -0.88% | 6.81%-7.7pp | 6625.40%-6626.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $918 | $2,950-68.9% | $3,560-74.2% | $3,022-69.6% |
| Admin fee / account holder | $54 | $527-89.8% | $4,821-98.9% | $592-90.9% |