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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,340 | $52,293-74.5% | $178,499-92.5% | $73,412-81.8% |
| Participation rate | 19.7% | 65.3%-45.6pp | 81.9%-62.2pp | 72.2%-52.5pp |
| Annual return | 23.31% | 34.75%-11.4pp | 151.10%-127.8pp | 59.30%-36.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $870 | $2,332-62.7% | $5,202-83.3% | $3,806-77.1% |
| Admin fee / account holder | $65 | $127-48.7% | $13,986-99.5% | $158-58.6% |