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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,030 | $59,159-81.4% | $159,960-93.1% | $66,914-83.5% |
| Participation rate | 79.5% | 68.1%+11.4pp | 78.0%+1.5pp | 69.8%+9.7pp |
| Annual return | -15.92% | -12.26%-3.7pp | 408.60%-424.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $386 | $1,983-80.5% | $4,226-90.9% | $2,544-84.8% |
| Participant deferral / active EE | $1,942 | $4,395-55.8% | $6,182-68.6% | $4,237-54.2% |
| Admin fee / account holder | $51 | $591-91.3% | $8,698-99.4% | $593-91.3% |