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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $13,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,379 | $45,719-70.7% | $96,171-86.1% | $93,010-85.6% |
| Participation rate | 17.8% | 45.8%-28.0pp | 68.4%-50.6pp | 73.9%-56.1pp |
| Annual return | 0.00% | 3211.95%-3211.9pp | 192.04%-192.0pp | 158.70%-158.7pp |
| Employer contribution / active EE | $205 | $1,139-82.0% | $2,799-92.7% | $2,705-92.4% |
| Participant deferral / active EE | $404 | $2,344-82.8% | $4,350-90.7% | $4,561-91.1% |
| Admin fee / account holder | $22 | $128-82.4% | $5,538-99.6% | $152-85.2% |