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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 82-3719843 | Recordkeeping | $5,877 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,595 | $2,687,218-98.6% | $165,071-76.6% | $199,960-80.7% |
| Participation rate | 52.7% | 78.3%-25.6pp | 78.6%-26.0pp | 72.0%-19.3pp |
| Annual return | -1.29% | 17.94%-19.2pp | 70.17%-71.5pp | 34.28%-35.6pp |
| Employer contribution / active EE | $1,615 | $2,958-45.4% | $4,347-62.9% | $3,036-46.8% |
| Participant deferral / active EE | $3,033 | $5,002-39.4% | $6,035-49.7% | $5,087-40.4% |
| Admin fee / account holder | $11 | $1,988-99.5% | $12,695-99.9% | $269-96.1% |