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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $255 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,331 | $47,180-90.8% | $149,723-97.1% | $74,473-94.2% |
| Participation rate | 11.7% | 63.4%-51.7pp | 78.8%-67.0pp | 70.7%-59.0pp |
| Annual return | 0.00% | 22.75%-22.7pp | 134.50%-134.5pp | 34.36%-34.4pp |
| Employer contribution / active EE | $399 | $1,907-79.1% | $4,821-91.7% | $2,638-84.9% |
| Participant deferral / active EE | $129 | $2,730-95.3% | $5,682-97.7% | $4,530-97.2% |
| Admin fee / account holder | $6 | $343-98.3% | $13,215-100.0% | $347-98.3% |