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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $930 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,311 | $67,459+33.9% | $74,184+21.7% | - |
| Participation rate | 63.6% | 75.7%-12.1pp | 76.6%-13.0pp | - |
| Annual return | 6.89% | 3.47%+3.4pp | 17.74%-10.9pp | - |
| Employer contribution / active EE | $376 | $1,829-79.4% | $2,370-84.1% | - |
| Participant deferral / active EE | $2,956 | $3,061-3.4% | $3,550-16.7% | - |
| Admin fee / account holder | $12 | $9,869-99.9% | $5,586-99.8% | - |