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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,173 | $73,863-72.7% | $143,797-86.0% | $68,490-70.5% |
| Participation rate | 7.2% | 66.7%-59.4pp | 80.3%-73.1pp | 67.9%-60.7pp |
| Annual return | -10.34% | 0.91%-11.3pp | -0.04%-10.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $164 | $5,756-97.2% | $14,679-98.9% | $5,403-97.0% |