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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,595 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,303 |
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 | $35,732 | $74,661-52.1% | $160,784-77.8% | $67,986-47.4% |
| Participation rate | 59.5% | 57.1%+2.3pp | 77.0%-17.5pp | 57.2%+2.3pp |
| Annual return | 18.01% | 28.83%-10.8pp | 1803.92%-1785.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,424 | $1,829-22.1% | $3,733-61.9% | $2,019-29.5% |
| Participant deferral / active EE | $2,652 | $3,681-27.9% | $6,293-57.9% | $3,358-21.0% |
| Admin fee / account holder | $124 | $3,959-96.9% | $9,717-98.7% | $3,203-96.1% |