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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,710 |
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.
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 | $20,207 | $47,648-57.6% | $130,660-84.5% | $67,579-70.1% |
| Participation rate | 12.3% | 60.4%-48.1pp | 71.7%-59.4pp | 71.3%-59.0pp |
| Annual return | 18.75% | 25.73%-7.0pp | 1709.29%-1690.5pp | 378.56%-359.8pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $338 | $2,616-87.1% | $3,603-90.6% | $3,539-90.5% |
| Admin fee / account holder | $21 | $105-80.1% | $5,463-99.6% | $142-85.3% |