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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,916 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,171 | $47,163-38.1% | $149,696-80.5% | $74,460-60.8% |
| Participation rate | 66.8% | 63.4%+3.4pp | 78.8%-12.0pp | 70.7%-4.0pp |
| Annual return | 12.68% | 22.75%-10.1pp | 134.46%-121.8pp | 34.38%-21.7pp |
| Employer contribution / active EE | $1,715 | $1,907-10.1% | $4,821-64.4% | $2,638-35.0% |
| Participant deferral / active EE | $1,737 | $2,730-36.4% | $5,682-69.4% | $4,530-61.7% |
| Admin fee / account holder | $192 | $343-44.0% | $13,212-98.5% | $348-44.8% |