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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,005 |
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 | $19,601 | $42,396-53.8% | $67,313-70.9% | $56,289-65.2% |
| Participation rate | 53.5% | 61.0%-7.5pp | 69.1%-15.6pp | 69.9%-16.3pp |
| Annual return | -6.49% | -36.63%+30.1pp | -4.08%-2.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $493 | $1,414-65.1% | $2,566-80.8% | $2,111-76.7% |
| Participant deferral / active EE | $1,280 | $2,360-45.7% | $3,568-64.1% | $3,350-61.8% |
| Admin fee / account holder | $22 | $510-95.8% | $4,507-99.5% | $521-95.9% |