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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,865 | $46,464-35.7% | $150,298-80.1% | $79,634-62.5% |
| Participation rate | 29.5% | 57.0%-27.4pp | 77.8%-48.2pp | 62.5%-32.9pp |
| Annual return | 11.55% | 27.89%-16.3pp | 62.79%-51.2pp | 36.46%-24.9pp |
| Employer contribution / active EE | $616 | $1,512-59.2% | $4,154-85.2% | $2,529-75.6% |
| Participant deferral / active EE | $898 | $2,157-58.3% | $5,453-83.5% | $3,835-76.6% |
| Admin fee / account holder | $118 | $891-86.8% | $14,116-99.2% | $1,002-88.3% |