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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,100 |
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.
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 | $24,436 | $79,223-69.2% | $102,460-76.2% | $74,478-67.2% |
| Participation rate | 69.5% | 74.8%-5.3pp | 76.5%-7.0pp | 67.2%+2.2pp |
| Annual return | 17.20% | 54.98%-37.8pp | 29.47%-12.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $996 | $2,363-57.8% | $3,025-67.1% | $2,626-62.1% |
| Participant deferral / active EE | $897 | $4,417-79.7% | $5,056-82.3% | $4,350-79.4% |
| Admin fee / account holder | $161 | $2,003-91.9% | $9,460-98.3% | $1,946-91.7% |