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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,952 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,143 | $99,957-79.8% | $149,696-86.5% | $73,488-72.6% |
| Participation rate | 35.7% | 75.7%-40.0pp | 82.5%-46.8pp | 70.7%-35.0pp |
| Annual return | 18.27% | 53.87%-35.6pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,409 | $6,073-76.8% | $6,842-79.4% | $3,740-62.3% |
| Admin fee / account holder | $71 | $551-87.2% | $9,309-99.2% | $513-86.2% |