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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,691 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,930 | $95,193-93.8% | $76,523-92.3% | $135,375-95.6% |
| Participation rate | 77.3% | 74.4%+2.9pp | 68.0%+9.3pp | 82.6%-5.4pp |
| Annual return | -4.44% | 4.85%-9.3pp | -0.27%-4.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $13,050 | $3,302+295.2% | $2,647+393.0% | $4,779+173.1% |
| Participant deferral / active EE | $975 | $4,639-79.0% | $3,835-74.6% | $5,609-82.6% |
| Admin fee / account holder | $33 | $6,249-99.5% | $4,848-99.3% | $10,827-99.7% |