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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,408 | $65,704-72.0% | $94,229-80.5% | $59,633-69.1% |
| Participation rate | 29.4% | 72.1%-42.7pp | 78.8%-49.4pp | 68.7%-39.3pp |
| Annual return | 1.46% | 5.22%-3.8pp | 10.68%-9.2pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $795 | $2,021-60.7% | $3,587-77.8% | $2,203-63.9% |
| Participant deferral / active EE | $1,845 | $3,143-41.3% | $4,320-57.3% | $3,192-42.2% |
| Admin fee / account holder | $16 | $4,265-99.6% | $6,269-99.7% | $4,297-99.6% |