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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,390 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,239 | $39,458-71.5% | $60,547-81.4% | $55,191-79.6% |
| Participation rate | 37.3% | 59.6%-22.3pp | 68.0%-30.7pp | 69.2%-31.9pp |
| Annual return | 0.06% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $234 | $1,210-80.6% | $2,419-90.3% | $1,899-87.7% |
| Participant deferral / active EE | $597 | $2,140-72.1% | $3,328-82.1% | $3,046-80.4% |
| Admin fee / account holder | $12 | $95-87.3% | $4,536-99.7% | $91-86.7% |