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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,560 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,766 | $45,324-58.6% | $122,354-84.7% | $69,631-73.0% |
| Participation rate | 18.3% | 59.9%-41.6pp | 71.6%-53.3pp | 70.7%-52.4pp |
| Annual return | 10.74% | 25.35%-14.6pp | 30.28%-19.5pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $279 | $2,367-88.2% | $3,287-91.5% | $3,224-91.3% |
| Admin fee / account holder | $21 | $87-76.1% | $5,479-99.6% | $110-81.2% |