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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,650 |
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 | $17,698 | $45,152-60.8% | $73,836-76.0% | $59,633-70.3% |
| Participation rate | 61.4% | 64.0%-2.6pp | 73.4%-12.0pp | 68.7%-7.2pp |
| Annual return | -0.83% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $805 | $1,901-57.7% | $2,787-71.1% | $2,203-63.5% |
| Participant deferral / active EE | $2,610 | $2,573+1.5% | $3,583-27.1% | $3,192-18.2% |
| Admin fee / account holder | $102 | $3,515-97.1% | $4,882-97.9% | $4,297-97.6% |