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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,140 |
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).
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 | $32,201 | $52,884-39.1% | $84,753-62.0% | $55,167-41.6% |
| Participation rate | 24.8% | 67.5%-42.7pp | 76.6%-51.8pp | 69.0%-44.2pp |
| Annual return | 8.83% | 18.03%-9.2pp | 22.78%-14.0pp | 169.23%-160.4pp |
| Employer contribution / active EE | $809 | $2,233-63.8% | $3,574-77.4% | $1,963-58.8% |
| Participant deferral / active EE | $977 | $2,644-63.1% | $3,712-73.7% | $3,054-68.0% |
| Admin fee / account holder | $23 | $581-96.1% | $5,333-99.6% | $504-95.5% |