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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,387 | $44,980-90.2% | $85,063-94.8% | $77,692-94.4% |
| Participation rate | 46.8% | 48.6%-1.9pp | 67.5%-20.7pp | 70.6%-23.8pp |
| Annual return | 7.91% | 79.13%-71.2pp | 66.54%-58.6pp | 31.25%-23.3pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $582 | $2,804-79.3% | $4,523-87.1% | $4,648-87.5% |
| Admin fee / account holder | $19 | $911-98.0% | $6,155-99.7% | $431-95.7% |