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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
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.
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.
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 | $21,537 | $57,096-62.3% | $94,229-77.1% | $55,191-61.0% |
| Participation rate | 56.8% | 75.7%-18.9pp | 78.8%-22.0pp | 69.2%-12.4pp |
| Annual return | -0.47% | 159.65%-160.1pp | 10.68%-11.2pp | 10.78%-11.2pp |
| Employer contribution / active EE | $498 | $1,708-70.9% | $3,587-86.1% | $1,899-73.8% |
| Participant deferral / active EE | $1,420 | $3,165-55.1% | $4,320-67.1% | $3,046-53.4% |
| Admin fee / account holder | $9 | $89-89.6% | $6,269-99.9% | $91-89.7% |