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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $7,541 | $37,117-79.7% | $147,617-94.9% | $55,191-86.3% |
| Participation rate | 58.7% | 63.6%-4.9pp | 84.6%-25.9pp | 69.2%-10.5pp |
| Annual return | -1.73% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $456 | $1,620-71.9% | $5,564-91.8% | $1,899-76.0% |
| Participant deferral / active EE | $814 | $1,985-59.0% | $4,895-83.4% | $3,046-73.3% |
| Admin fee / account holder | $10 | $86-88.3% | $11,612-99.9% | $91-89.0% |