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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,884 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,840 | $75,183-89.6% | $123,894-93.7% | $55,167-85.8% |
| Participation rate | 60.9% | 72.8%-11.9pp | 81.4%-20.5pp | 69.0%-8.1pp |
| Annual return | 13.93% | 19.01%-5.1pp | 47.52%-33.6pp | 169.23%-155.3pp |
| Employer contribution / active EE | $933 | $2,823-67.0% | $4,617-79.8% | $1,963-52.5% |
| Participant deferral / active EE | $1,812 | $5,084-64.4% | $5,984-69.7% | $3,054-40.7% |
| Admin fee / account holder | $34 | $663-94.8% | $8,357-99.6% | $504-93.2% |