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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,610 |
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.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,227 | $36,916-77.7% | $156,551-94.7% | $57,658-85.7% |
| Participation rate | 21.6% | 63.4%-41.8pp | 84.0%-62.4pp | 70.2%-48.6pp |
| Annual return | 2.40% | 12.38%-10.0pp | 32.23%-29.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $222 | $1,571-85.9% | $5,501-96.0% | $1,974-88.8% |
| Participant deferral / active EE | $273 | $1,926-85.8% | $4,871-94.4% | $3,061-91.1% |
| Admin fee / account holder | $12 | $82-85.1% | $13,028-99.9% | $95-87.0% |