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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,260 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,979 | $51,466-55.3% | $78,778-70.8% | $62,293-63.1% |
| Participation rate | 43.9% | 59.8%-15.9pp | 69.2%-25.3pp | 69.5%-25.7pp |
| Annual return | 13.43% | 19.96%-6.5pp | 35.62%-22.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $992 | $2,147-53.8% | $2,958-66.5% | $3,169-68.7% |
| Admin fee / account holder | $10 | $489-97.9% | $5,134-99.8% | $479-97.9% |