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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,220 |
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.
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 | $39,668 | $42,546-6.8% | $71,796-44.7% | $55,167-28.1% |
| Participation rate | 44.0% | 59.1%-15.1pp | 69.1%-25.1pp | 69.0%-25.0pp |
| Annual return | 4.63% | 12.36%-7.7pp | 78.04%-73.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,104 | $2,064+1.9% | $2,794-24.7% | $3,054-31.1% |
| Admin fee / account holder | $36 | $650-94.5% | $4,815-99.3% | $504-92.9% |