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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,140 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,649 | $63,924-55.2% | $108,582-73.6% | $55,167-48.1% |
| Participation rate | 63.8% | 74.3%-10.5pp | 79.6%-15.8pp | 69.0%-5.2pp |
| Annual return | 4.34% | 15.31%-11.0pp | -51.70%+56.0pp | 169.23%-164.9pp |
| Employer contribution / active EE | $745 | $1,879-60.4% | $3,758-80.2% | $1,963-62.0% |
| Participant deferral / active EE | $1,297 | $3,067-57.7% | $4,311-69.9% | $3,054-57.5% |
| Admin fee / account holder | $28 | $618-95.4% | $7,645-99.6% | $504-94.4% |