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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,279 | $55,002-39.5% | $59,887-44.4% | $56,287-40.9% |
| Participation rate | 28.1% | 75.9%-47.8pp | 74.7%-46.6pp | 69.9%-41.7pp |
| Annual return | -5.08% | 1.13%-6.2pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,489 | $3,121-52.3% | $3,402-56.2% | $3,350-55.6% |
| Admin fee / account holder | $62 | $236-73.7% | $3,591-98.3% | $521-88.1% |