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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,664 |
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 | $41,124 | $47,180-12.8% | $149,723-72.5% | $74,473-44.8% |
| Participation rate | 17.6% | 63.4%-45.8pp | 78.8%-61.2pp | 70.7%-53.1pp |
| Annual return | 14.70% | 22.75%-8.0pp | 134.50%-119.8pp | 34.36%-19.7pp |
| Employer contribution / active EE | $394 | $1,907-79.3% | $4,821-91.8% | $2,638-85.1% |
| Participant deferral / active EE | $742 | $2,730-72.8% | $5,682-86.9% | $4,530-83.6% |
| Admin fee / account holder | $39 | $343-88.6% | $13,215-99.7% | $347-88.8% |