Filed November 17, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,642 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,614 | $43,236-59.3% | $82,763-78.7% | $77,906-77.4% |
| Participation rate | 12.1% | 64.2%-52.1pp | 72.6%-60.5pp | 73.7%-61.6pp |
| Annual return | -15.32% | 2.40%-17.7pp | 702.45%-717.8pp | 12.16%-27.5pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $320 | $3,069-89.6% | $4,395-92.7% | $4,805-93.3% |
| Admin fee / account holder | $45 | $102-56.1% | $5,325-99.2% | $133-66.1% |