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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,518 |
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 | $80,716 | $65,428+23.4% | $169,397-52.4% | $71,529+12.8% |
| Participation rate | 62.3% | 66.9%-4.5pp | 77.2%-14.8pp | 67.9%-5.6pp |
| Annual return | 18.78% | 21.35%-2.6pp | 406.23%-387.5pp | 28.97%-10.2pp |
| Employer contribution / active EE | $2,036 | $2,064-1.4% | $4,013-49.3% | $2,590-21.4% |
| Participant deferral / active EE | $3,723 | $4,360-14.6% | $6,223-40.2% | $4,291-13.3% |
| Admin fee / account holder | $8 | $1,328-99.4% | $9,017-99.9% | $1,588-99.5% |