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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,606 | $63,314-37.4% | $91,004-56.5% | $62,293-36.4% |
| Participation rate | 58.8% | 73.3%-14.6pp | 75.6%-16.9pp | 69.5%-10.8pp |
| Annual return | 15.06% | 21.00%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $227 | $1,807-87.4% | $2,456-90.8% | $2,042-88.9% |
| Participant deferral / active EE | $1,466 | $2,944-50.2% | $3,548-58.7% | $3,169-53.8% |
| Admin fee / account holder | $80 | $468-82.9% | $5,417-98.5% | $479-83.3% |