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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $480 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,637 | $52,884-64.8% | $84,750-78.0% | $55,167-66.2% |
| Participation rate | 34.7% | 67.5%-32.8pp | 76.6%-41.9pp | 69.0%-34.3pp |
| Annual return | 9.54% | 18.03%-8.5pp | 22.78%-13.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $342 | $2,233-84.7% | $3,574-90.4% | $1,963-82.6% |
| Participant deferral / active EE | $1,243 | $2,644-53.0% | $3,712-66.5% | $3,054-59.3% |
| Admin fee / account holder | $6 | $581-98.9% | $5,332-99.9% | $504-98.7% |