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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 49 | Other Services | $2,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,472 | $77,677+17.8% | $109,173-16.2% | $79,391+15.2% |
| Participation rate | 43.4% | 67.8%-24.4pp | 75.9%-32.5pp | 70.7%-27.3pp |
| Annual return | 11.06% | 23.44%-12.4pp | 25.75%-14.7pp | 116.88%-105.8pp |
| Employer contribution / active EE | $1,577 | $2,798-43.6% | $3,723-57.6% | $2,428-35.1% |
| Participant deferral / active EE | $3,431 | $3,517-2.5% | $4,654-26.3% | $4,046-15.2% |
| Admin fee / account holder | $23 | $732-96.8% | $6,755-99.7% | $627-96.3% |