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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,404 | $64,705-40.6% | $62,929-39.0% | $67,986-43.5% |
| Participation rate | 52.1% | 65.6%-13.5pp | 73.1%-21.0pp | 57.2%-5.1pp |
| Annual return | 9.59% | 20.31%-10.7pp | 1063.93%-1054.3pp | 31.67%-22.1pp |
| Employer contribution / active EE | $1,025 | $2,376-56.9% | $2,505-59.1% | $2,019-49.2% |
| Participant deferral / active EE | $2,823 | $3,198-11.7% | $3,888-27.4% | $3,358-15.9% |
| Admin fee / account holder | $94 | $1,428-93.4% | $5,065-98.1% | $3,203-97.1% |