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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,614 | $43,113-59.1% | $82,719-78.7% | $77,904-77.4% |
| Participation rate | 12.1% | 63.8%-51.8pp | 72.6%-60.5pp | 73.7%-61.6pp |
| Annual return | -15.32% | 2.60%-17.9pp | 701.18%-716.5pp | 12.21%-27.5pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $320 | $3,057-89.5% | $4,395-92.7% | $4,806-93.3% |
| Admin fee / account holder | $45 | $102-56.0% | $5,329-99.2% | $133-66.0% |