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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,204 | $47,977-35.0% | $154,114-79.8% | $56,287-44.6% |
| Participation rate | 48.4% | 66.2%-17.7pp | 83.0%-34.6pp | 69.9%-21.4pp |
| Annual return | -7.00% | 3.54%-10.5pp | 735.16%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $839 | $2,169-61.3% | $5,298-84.2% | $2,111-60.2% |
| Participant deferral / active EE | $1,176 | $2,392-50.9% | $5,081-76.9% | $3,350-64.9% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.3% |