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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,275 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,206 | $48,313-10.6% | $73,307-41.1% | $52,331-17.4% |
| Participation rate | 51.4% | 68.6%-17.2pp | 74.9%-23.5pp | 68.1%-16.7pp |
| Annual return | -1.23% | 3.85%-5.1pp | 5.67%-6.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $198 | $1,661-88.1% | $3,237-93.9% | $1,882-89.5% |
| Participant deferral / active EE | $849 | $4,189-79.7% | $4,991-83.0% | $3,022-71.9% |
| Admin fee / account holder | $8 | $404-98.0% | $5,637-99.9% | $592-98.6% |