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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,025 |
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 | $8,564 | $37,196-77.0% | $154,108-94.4% | $55,725-84.6% |
| Participation rate | 34.6% | 64.1%-29.5pp | 83.0%-48.5pp | 70.9%-36.3pp |
| Annual return | 6.53% | 1319.68%-1313.1pp | 735.21%-728.7pp | 244.93%-238.4pp |
| Employer contribution / active EE | $437 | $1,614-72.9% | $5,298-91.7% | $2,078-79.0% |
| Participant deferral / active EE | $497 | $2,068-75.9% | $5,081-90.2% | $3,356-85.2% |
| Admin fee / account holder | $20 | $102-79.9% | $13,411-99.8% | $115-82.3% |