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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,404 | $67,984-43.5% | $65,493-41.4% | $74,304-48.3% |
| Participation rate | 52.1% | 66.3%-14.2pp | 73.1%-21.0pp | 60.3%-8.3pp |
| Annual return | 9.59% | 19.87%-10.3pp | 982.45%-972.9pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,025 | $2,491-58.9% | $2,574-60.2% | $2,241-54.3% |
| Participant deferral / active EE | $2,823 | $3,346-15.6% | $3,961-28.7% | $3,767-25.1% |
| Admin fee / account holder | $94 | $1,373-93.1% | $5,028-98.1% | $2,969-96.8% |