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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,968 |
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 | $8,744 | $71,873-87.8% | $86,698-89.9% | $68,490-87.2% |
| Participation rate | 26.3% | 72.2%-45.9pp | 76.6%-50.3pp | 67.9%-41.6pp |
| Annual return | -15.67% | 3.54%-19.2pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $619 | $2,173-71.5% | $2,837-78.2% | $2,597-76.2% |
| Participant deferral / active EE | $1,450 | $3,779-61.6% | $4,656-68.9% | $4,028-64.0% |
| Admin fee / account holder | $208 | $6,110-96.6% | $7,492-97.2% | $5,403-96.2% |