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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,721 |
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.
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 | $41,950 | $50,919-17.6% | $155,556-73.0% | $77,762-46.1% |
| Participation rate | 17.2% | 63.1%-45.9pp | 78.2%-61.0pp | 70.6%-53.4pp |
| Annual return | 12.74% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $377 | $1,991-81.1% | $4,675-91.9% | $2,728-86.2% |
| Participant deferral / active EE | $688 | $2,824-75.6% | $5,631-87.8% | $4,651-85.2% |
| Admin fee / account holder | $50 | $437-88.6% | $15,885-99.7% | $433-88.5% |