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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,228 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,686 | $70,879-68.0% | $189,575-88.0% | $79,391-71.4% |
| Participation rate | 11.9% | 68.0%-56.1pp | 78.4%-66.6pp | 70.7%-58.8pp |
| Annual return | 22.44% | 20.70%+1.7pp | 64.19%-41.8pp | 116.88%-94.4pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $606 | $4,081-85.2% | $6,174-90.2% | $4,046-85.0% |
| Admin fee / account holder | $79 | $647-87.8% | $9,806-99.2% | $627-87.4% |