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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $77,888 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,366 | $75,284-63.7% | $91,004-69.9% | $69,631-60.7% |
| Participation rate | 66.0% | 80.4%-14.4pp | 75.6%-9.6pp | 70.7%-4.7pp |
| Annual return | 18.04% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,193 | $2,473-51.8% | $2,456-51.4% | $2,032-41.3% |
| Participant deferral / active EE | $1,898 | $3,700-48.7% | $3,548-46.5% | $3,224-41.1% |
| Admin fee / account holder | $100 | $111-9.9% | $5,417-98.2% | $110-9.8% |