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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,775 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $59,140-75.0% | $160,037-90.7% | $66,949-77.9% |
| Participation rate | 44.1% | 68.1%-24.1pp | 78.0%-33.9pp | 69.8%-25.8pp |
| Annual return | -16.48% | -12.25%-4.2pp | 408.95%-425.4pp | 1.57%-18.1pp |
| Employer contribution / active EE | $831 | $1,982-58.1% | $4,226-80.3% | $2,545-67.4% |
| Participant deferral / active EE | $1,447 | $4,399-67.1% | $6,184-76.6% | $4,239-65.9% |
| Admin fee / account holder | $37 | $591-93.7% | $8,716-99.6% | $594-93.7% |