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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,437 |
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 | $62,941 | $130,294-51.7% | $170,028-63.0% | $71,495-12.0% |
| Participation rate | 62.8% | 86.2%-23.4pp | 87.0%-24.2pp | 67.9%-5.1pp |
| Annual return | 18.55% | 20.36%-1.8pp | 53.39%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,017 | $4,385-76.8% | $6,788-85.0% | $2,589-60.7% |
| Participant deferral / active EE | $3,880 | $6,928-44.0% | $10,409-62.7% | $4,291-9.6% |
| Admin fee / account holder | $223 | $966-76.9% | $12,820-98.3% | $1,588-86.0% |