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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,904 | $44,873-44.5% | $79,466-68.7% | $56,287-55.8% |
| Participation rate | 40.7% | 68.7%-28.1pp | 73.3%-32.7pp | 69.9%-29.2pp |
| Annual return | -6.32% | 0.81%-7.1pp | 718.28%-724.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $508 | $2,140-76.3% | $2,800-81.9% | $2,111-75.9% |
| Participant deferral / active EE | $2,168 | $2,746-21.0% | $3,704-41.5% | $3,350-35.3% |
| Admin fee / account holder | $13 | $418-97.0% | $5,104-99.8% | $521-97.6% |