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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,295 |
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).
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 | $20,410 | $58,093-64.9% | $80,022-74.5% | $56,287-63.7% |
| Participation rate | 66.2% | 73.6%-7.4pp | 75.8%-9.6pp | 69.9%-3.7pp |
| Annual return | -4.52% | 34.63%-39.2pp | 11.22%-15.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $619 | $3,136-80.3% | $3,686-83.2% | $3,350-81.5% |
| Admin fee / account holder | $123 | $623-80.2% | $6,521-98.1% | $521-76.4% |