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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $27,237 | $227,611-88.0% | $115,037-76.3% | - |
| Participation rate | 73.1% | 70.4%+2.7pp | 81.4%-8.3pp | - |
| Annual return | 1.59% | -2.26%+3.8pp | 26.14%-24.6pp | - |
| Employer contribution / active EE | $1,551 | $2,567-39.6% | $4,608-66.3% | - |
| Participant deferral / active EE | $2,290 | $4,583-50.0% | $6,026-62.0% | - |
| Admin fee / account holder | $33 | $24,340-99.9% | $8,175-99.6% | - |