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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS Service code 13 P.O. BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $8,786 |
BETTERMENT FOR BUSINESS, LLC5 years Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | -$55,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,911 | $81,948-75.7% | $90,760-78.1% | $64,819-69.3% |
| Participation rate | 61.2% | 80.5%-19.3pp | 75.7%-14.5pp | 71.5%-10.3pp |
| Annual return | -11.98% | -12.53%+0.6pp | -12.16%+0.2pp | 32.84%-44.8pp |
| Employer contribution / active EE | $1,085 | $3,067-64.6% | $2,922-62.9% | $2,507-56.7% |
| Participant deferral / active EE | $1,488 | $4,844-69.3% | $4,565-67.4% | $4,311-65.5% |
| Admin fee / account holder | $119 | $157-24.5% | $8,444-98.6% | $188-36.9% |