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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,980 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,792 | $80,177-87.8% | $123,894-92.1% | $57,658-83.0% |
| Participation rate | 91.2% | 74.4%+16.8pp | 81.4%+9.8pp | 70.2%+21.0pp |
| Annual return | 9.22% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $685 | $2,913-76.5% | $4,617-85.2% | $1,974-65.3% |
| Participant deferral / active EE | $1,661 | $5,130-67.6% | $5,984-72.2% | $3,061-45.7% |
| Admin fee / account holder | $29 | $106-73.0% | $8,357-99.7% | $95-69.6% |