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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,605 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,334 | $58,895-58.7% | $178,503-86.4% | $73,497-66.9% |
| Participation rate | 9.0% | 66.2%-57.2pp | 81.9%-72.9pp | 70.7%-61.7pp |
| Annual return | 0.61% | 24.86%-24.3pp | 151.12%-150.5pp | 28.51%-27.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $567 | $2,567-77.9% | $5,202-89.1% | $3,740-84.8% |
| Admin fee / account holder | $341 | $400-14.9% | $13,987-97.6% | $513-33.6% |