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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,075 |
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.
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 | $23,681 | $54,121-56.2% | $134,162-82.3% | $73,412-67.7% |
| Participation rate | 13.0% | 64.4%-51.3pp | 72.2%-59.1pp | 72.2%-59.1pp |
| Annual return | 21.49% | -312.52%+334.0pp | 36.35%-14.9pp | 59.30%-37.8pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,705-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $296 | $2,844-89.6% | $3,500-91.5% | $3,806-92.2% |
| Admin fee / account holder | $13 | $132-90.6% | $6,685-99.8% | $158-92.1% |