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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $18,788 |
BKD, LLP1 year Service code 64 · EIN 44-0160260 2700 POST OAK BLVD. SUITE 1500 · HOUSTON, TX 77056 | Recordkeeping Fees | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,041 | $73,102-69.8% | $123,552-82.2% | $56,287-60.8% |
| Participation rate | 69.5% | 74.3%-4.9pp | 82.3%-12.8pp | 69.9%-0.4pp |
| Annual return | -2.71% | 3.01%-5.7pp | 119.20%-121.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,569 | $2,977-13.7% | $4,628-44.5% | $2,111+21.7% |
| Participant deferral / active EE | $3,407 | $5,423-37.2% | $6,426-47.0% | $3,350+1.7% |
| Admin fee / account holder | $205 | $554-62.9% | $9,285-97.8% | $521-60.6% |