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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,430 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,101 | $51,466-70.7% | $78,778-80.8% | $62,293-75.8% |
| Participation rate | 94.1% | 59.8%+34.3pp | 69.2%+24.9pp | 69.5%+24.6pp |
| Annual return | 13.36% | 19.96%-6.6pp | 35.62%-22.3pp | 28.90%-15.5pp |
| Employer contribution / active EE | $538 | $827-35.0% | $1,986-72.9% | $2,042-73.7% |
| Participant deferral / active EE | $2,452 | $2,147+14.2% | $2,958-17.1% | $3,169-22.6% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.6% |