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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,950 |
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.
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 | $7,248 | $60,165-88.0% | $74,184-90.2% | $55,167-86.9% |
| Participation rate | 79.3% | 74.2%+5.2pp | 76.6%+2.7pp | 69.0%+10.3pp |
| Annual return | 7.73% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $503 | $1,600-68.6% | $2,370-78.8% | $1,963-74.4% |
| Participant deferral / active EE | $1,323 | $2,973-55.5% | $3,550-62.7% | $3,054-56.7% |
| Admin fee / account holder | $11 | $419-97.5% | $5,586-99.8% | $504-97.9% |