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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,800 |
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.
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 | $20,327 | $53,412-61.9% | $68,509-70.3% | $52,331-61.2% |
| Participation rate | 33.3% | 71.7%-38.3pp | 74.7%-41.4pp | 68.1%-34.8pp |
| Annual return | 0.19% | 3.42%-3.2pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $480 | $1,607-70.1% | $2,278-78.9% | $1,882-74.5% |
| Participant deferral / active EE | $1,063 | $2,688-60.5% | $3,382-68.6% | $3,022-64.8% |
| Admin fee / account holder | $13 | $461-97.1% | $5,275-99.7% | $592-97.8% |