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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,200 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,976 | $69,305-69.7% | $82,312-74.5% | $69,631-69.9% |
| Participation rate | 64.5% | 80.3%-15.7pp | 76.9%-12.4pp | 70.7%-6.1pp |
| Annual return | 16.24% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $872 | $3,568-75.6% | $3,706-76.5% | $3,224-72.9% |
| Admin fee / account holder | $20 | $97-79.5% | $5,608-99.6% | $110-82.0% |