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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $240 |
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.
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 | $19,873 | $57,921-65.7% | $84,753-76.6% | $57,658-65.5% |
| Participation rate | 3.4% | 72.9%-69.5pp | 76.6%-73.2pp | 70.2%-66.8pp |
| Annual return | 6.95% | 10.24%-3.3pp | 22.78%-15.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $79 | $2,742-97.1% | $3,712-97.9% | $3,061-97.4% |
| Admin fee / account holder | $6 | $130-95.3% | $5,333-99.9% | $95-93.5% |