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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,104 | $72,137-4.2% | $142,460-51.5% | $71,495-3.3% |
| Participation rate | 47.8% | 71.7%-23.9pp | 76.8%-29.0pp | 67.9%-20.2pp |
| Annual return | 17.70% | 21.15%-3.5pp | 19.99%-2.3pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,154 | $3,793-69.6% | $4,847-76.2% | $2,589-55.4% |
| Participant deferral / active EE | $2,424 | $5,280-54.1% | $6,283-61.4% | $4,291-43.5% |
| Admin fee / account holder | $14 | $1,433-99.0% | $10,011-99.9% | $1,588-99.1% |