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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,425 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,909 | $68,544-66.6% | $115,752-80.2% | $69,631-67.1% |
| Participation rate | 47.4% | 74.0%-26.6pp | 77.8%-30.4pp | 70.7%-23.3pp |
| Annual return | 14.24% | 20.97%-6.7pp | 19.41%-5.2pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $840 | $2,400-65.0% | $3,492-76.0% | $2,032-58.7% |
| Participant deferral / active EE | $1,044 | $3,887-73.1% | $5,204-79.9% | $3,224-67.6% |
| Admin fee / account holder | $24 | $90-73.1% | $6,278-99.6% | $110-78.0% |