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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $885 |
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.
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 | $19,085 | $39,245-51.4% | $64,105-70.2% | $52,331-63.5% |
| Participation rate | 32.4% | 58.2%-25.8pp | 68.2%-35.7pp | 68.1%-35.7pp |
| Annual return | -1.52% | 14.79%-16.3pp | 791.24%-792.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $453 | $1,992-77.3% | $2,822-84.0% | $3,022-85.0% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |