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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,730 | $55,453-35.6% | $170,435-79.0% | $62,293-42.6% |
| Participation rate | 62.9% | 66.4%-3.4pp | 83.6%-20.7pp | 69.5%-6.6pp |
| Annual return | 12.97% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,232 | $2,164+3.2% | $5,432-58.9% | $2,042+9.3% |
| Participant deferral / active EE | $4,402 | $2,303+91.1% | $4,939-10.9% | $3,169+38.9% |
| Admin fee / account holder | $171 | $455-62.4% | $13,881-98.8% | $479-64.3% |