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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,895 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,703 | $63,905-58.2% | $74,184-64.0% | $57,658-53.7% |
| Participation rate | 62.0% | 79.8%-17.8pp | 76.6%-14.7pp | 70.2%-8.3pp |
| Annual return | 10.11% | 60.60%-50.5pp | 17.74%-7.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $627 | $1,840-65.9% | $2,370-73.5% | $1,974-68.2% |
| Participant deferral / active EE | $1,269 | $3,448-63.2% | $3,550-64.3% | $3,061-58.5% |
| Admin fee / account holder | $26 | $91-71.0% | $5,586-99.5% | $95-72.0% |