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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,397 | $77,816-59.7% | $123,549-74.6% | $64,181-51.1% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.3%-12.8pp | 69.6%-0.1pp |
| Annual return | -8.11% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $375 | $3,014-87.6% | $4,628-91.9% | $2,381-84.3% |
| Participant deferral / active EE | $2,973 | $5,240-43.3% | $6,426-53.7% | $3,470-14.3% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |