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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,488 | $62,324-54.3% | $68,509-58.4% | $55,191-48.4% |
| Participation rate | 34.0% | 78.9%-44.8pp | 74.7%-40.7pp | 69.2%-35.1pp |
| Annual return | -2.32% | 4.26%-6.6pp | 8.27%-10.6pp | 10.78%-13.1pp |
| Employer contribution / active EE | $886 | $2,223-60.1% | $2,278-61.1% | $1,899-53.3% |
| Participant deferral / active EE | $1,586 | $3,425-53.7% | $3,382-53.1% | $3,046-47.9% |
| Admin fee / account holder | $15 | $91-83.7% | $5,275-99.7% | $91-83.6% |