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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,057 |
EXPERTPLAN, INC.1+ years Filed as: EXPERT PLAN INC Service code 15 · EIN 22-3420600 | Recordkeeping | $1,056 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,846 | $70,002-80.2% | $115,038-88.0% | $52,331-73.5% |
| Participation rate | 35.4% | 72.1%-36.7pp | 81.4%-46.0pp | 68.1%-32.7pp |
| Annual return | 5.66% | 4.04%+1.6pp | 26.14%-20.5pp | 4.54%+1.1pp |
| Employer contribution / active EE | $754 | $2,715-72.2% | $4,608-83.6% | $1,882-59.9% |
| Participant deferral / active EE | $1,524 | $4,920-69.0% | $6,026-74.7% | $3,022-49.6% |
| Admin fee / account holder | $22 | $566-96.1% | $8,175-99.7% | $592-96.2% |