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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,015 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,998 | $72,492-54.5% | $87,100-62.1% | $72,985-54.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 21.62% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $828 | $1,894-56.3% | $2,521-67.2% | $2,440-66.1% |
| Participant deferral / active EE | $1,412 | $3,270-56.8% | $4,049-65.1% | $3,607-60.9% |
| Admin fee / account holder | $123 | $5,055-97.6% | $7,497-98.4% | $5,124-97.6% |