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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $839 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,611 | $30,107-71.4% | $61,452-86.0% | $64,819-86.7% |
| Participation rate | 5.0% | 36.4%-31.4pp | 52.6%-47.6pp | 71.5%-66.5pp |
| Annual return | -24.19% | -13.99%-10.2pp | 338.96%-363.1pp | 32.84%-57.0pp |
| Employer contribution / active EE | $130 | $537-75.8% | $1,160-88.8% | $2,507-94.8% |
| Participant deferral / active EE | $174 | $1,126-84.6% | $2,125-91.8% | $4,311-96.0% |
| Admin fee / account holder | $29 | $148-80.5% | $2,131-98.6% | $188-84.6% |