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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,483 | $55,437-66.7% | $155,534-88.1% | $74,459-75.2% |
| Participation rate | 49.7% | 61.9%-12.2pp | 78.2%-28.5pp | 67.2%-17.5pp |
| Annual return | 12.81% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $27 | $2,266-98.8% | $4,675-99.4% | $2,626-99.0% |
| Participant deferral / active EE | $1,804 | $2,837-36.4% | $5,630-68.0% | $4,350-58.5% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |