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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,219 | $48,364-70.6% | $71,796-80.2% | $62,881-77.4% |
| Participation rate | 67.0% | 60.6%+6.4pp | 69.1%-2.1pp | 69.3%-2.3pp |
| Annual return | 4.86% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,733 | $2,091-17.1% | $2,794-38.0% | $3,203-45.9% |
| Admin fee / account holder | $8 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |