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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,802 | $62,688+56.0% | $178,528-45.2% | $77,714+25.8% |
| Participation rate | 63.6% | 66.9%-3.3pp | 77.1%-13.5pp | 70.6%-7.0pp |
| Annual return | 12.52% | 16.16%-3.6pp | 27.11%-14.6pp | 31.26%-18.7pp |
| Employer contribution / active EE | $2,070 | $1,912+8.3% | $3,950-47.6% | $2,727-24.1% |
| Participant deferral / active EE | $3,690 | $4,224-12.6% | $6,278-41.2% | $4,649-20.6% |
| Admin fee / account holder | $15 | $386-96.1% | $10,419-99.9% | $433-96.5% |