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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,926 | $98,776-92.0% | $149,745-94.7% | $79,856-90.1% |
| Participation rate | 4.1% | 75.8%-71.7pp | 82.5%-78.4pp | 69.6%-65.6pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $340 | $5,681-94.0% | $6,843-95.0% | $3,741-90.9% |
| Admin fee / account holder | $38 | $6,053-99.4% | $9,312-99.6% | $5,306-99.3% |