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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,714 |
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.
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 | $6,427 | $55,453-88.4% | $170,435-96.2% | $62,293-89.7% |
| Participation rate | 67.5% | 66.4%+1.2pp | 83.6%-16.1pp | 69.5%-2.0pp |
| Annual return | 20.31% | 21.38%-1.1pp | 205.94%-185.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $181 | $2,164-91.6% | $5,432-96.7% | $2,042-91.1% |
| Participant deferral / active EE | $1,401 | $2,303-39.2% | $4,939-71.6% | $3,169-55.8% |
| Admin fee / account holder | $22 | $455-95.2% | $13,881-99.8% | $479-95.5% |