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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,486 | $65,322-39.6% | $70,494-44.0% | $73,497-46.3% |
| Participation rate | 47.8% | 77.0%-29.1pp | 75.1%-27.2pp | 70.7%-22.9pp |
| Annual return | 10.13% | 15.71%-5.6pp | 109.16%-99.0pp | 28.51%-18.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,921 | $3,375-43.1% | $3,711-48.2% | $3,740-48.6% |
| Admin fee / account holder | $110 | $214-48.8% | $3,848-97.2% | $513-78.6% |