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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 | $65,084-41.0% | $67,681-43.3% | $64,340-40.3% |
| Participation rate | 52.1% | 66.7%-14.7pp | 73.7%-21.6pp | 55.2%-3.2pp |
| Annual return | 9.59% | 20.50%-10.9pp | 590.58%-581.0pp | 24.14%-14.6pp |
| Employer contribution / active EE | $1,025 | $2,398-57.3% | $2,678-61.7% | $1,862-45.0% |
| Participant deferral / active EE | $2,823 | $3,210-12.1% | $3,976-29.0% | $2,980-5.3% |
| Admin fee / account holder | $94 | $1,415-93.3% | $6,100-98.5% | $3,703-97.5% |