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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,408 | $57,108-53.8% | $94,229-72.0% | $52,331-49.5% |
| Participation rate | 65.2% | 72.9%-7.7pp | 78.8%-13.5pp | 68.1%-2.9pp |
| Annual return | -0.64% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $646 | $1,735-62.8% | $3,587-82.0% | $1,882-65.7% |
| Participant deferral / active EE | $1,891 | $3,040-37.8% | $4,320-56.2% | $3,022-37.4% |
| Admin fee / account holder | $15 | $546-97.3% | $6,269-99.8% | $592-97.5% |