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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,805 |
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 | $69,875 | $59,140+18.2% | $160,037-56.3% | $66,949+4.4% |
| Participation rate | 67.5% | 68.1%-0.6pp | 78.0%-10.5pp | 69.8%-2.3pp |
| Annual return | -16.37% | -12.25%-4.1pp | 408.95%-425.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,241 | $1,982+13.0% | $4,226-47.0% | $2,545-12.0% |
| Participant deferral / active EE | $3,997 | $4,399-9.1% | $6,184-35.4% | $4,239-5.7% |
| Admin fee / account holder | $11 | $591-98.2% | $8,716-99.9% | $594-98.2% |