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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $50,860-37.1% | $155,574-79.4% | $77,714-58.9% |
| Participation rate | 60.0% | 63.1%-3.1pp | 78.2%-18.2pp | 70.6%-10.6pp |
| Annual return | 16.66% | 34.86%-18.2pp | 64.87%-48.2pp | 31.26%-14.6pp |
| Employer contribution / active EE | $1,234 | $1,991-38.0% | $4,676-73.6% | $2,727-54.7% |
| Participant deferral / active EE | $1,699 | $2,825-39.9% | $5,629-69.8% | $4,649-63.5% |
| Admin fee / account holder | $124 | $436-71.6% | $15,914-99.2% | $433-71.4% |