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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,200 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,010 | $75,832-78.9% | $147,617-89.2% | $59,633-73.2% |
| Participation rate | 58.9% | 71.6%-12.7pp | 84.6%-25.7pp | 68.7%-9.8pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $709 | $3,131-77.3% | $4,895-85.5% | $3,192-77.8% |
| Admin fee / account holder | $15 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |