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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,381 |
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 | $10,311 | $62,928-83.6% | $172,755-94.0% | $67,579-84.7% |
| Participation rate | 16.9% | 64.5%-47.6pp | 82.6%-65.7pp | 71.3%-54.4pp |
| Annual return | 23.81% | 30.36%-6.5pp | 802.94%-779.1pp | 378.56%-354.7pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $726 | $2,145-66.2% | $5,198-86.0% | $3,539-79.5% |
| Admin fee / account holder | $71 | $167-57.6% | $13,955-99.5% | $142-50.4% |