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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $45 |
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.
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 | $6,779 | $51,466-86.8% | $78,778-91.4% | $62,293-89.1% |
| Participation rate | 32.0% | 59.8%-27.8pp | 69.2%-37.2pp | 69.5%-37.5pp |
| Annual return | 24.15% | 19.96%+4.2pp | 35.62%-11.5pp | 28.90%-4.7pp |
| Employer contribution / active EE | $244 | $827-70.5% | $1,986-87.7% | $2,042-88.0% |
| Participant deferral / active EE | $359 | $2,147-83.3% | $2,958-87.9% | $3,169-88.7% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |