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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,680 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,713 | $62,132-58.6% | $185,861-86.2% | $73,497-65.0% |
| Participation rate | 10.4% | 67.8%-57.4pp | 78.0%-67.6pp | 70.7%-60.3pp |
| Annual return | 15.72% | 20.44%-4.7pp | 35.96%-20.2pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $479 | $3,711-87.1% | $5,634-91.5% | $3,740-87.2% |
| Admin fee / account holder | $69 | $419-83.6% | $9,503-99.3% | $513-86.6% |