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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 | $67,594-43.2% | $77,361-50.4% | $69,733-44.9% |
| Participation rate | 52.1% | 71.7%-19.6pp | 75.0%-22.9pp | 62.5%-10.4pp |
| Annual return | 9.59% | 19.20%-9.6pp | 1011.54%-1001.9pp | 15.22%-5.6pp |
| Employer contribution / active EE | $1,025 | $2,649-61.3% | $2,990-65.7% | $2,250-54.5% |
| Participant deferral / active EE | $2,823 | $3,401-17.0% | $3,911-27.8% | $3,054-7.6% |
| Admin fee / account holder | $94 | $1,159-91.9% | $5,894-98.4% | $3,102-97.0% |