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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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,165-21.7% | $189,758-84.3% | $69,255-56.9% |
| Participation rate | 29.5% | 66.7%-37.1pp | 79.8%-50.3pp | 69.0%-39.5pp |
| Annual return | 11.55% | 14.65%-3.1pp | 52.62%-41.1pp | 26.73%-15.2pp |
| Employer contribution / active EE | $616 | $1,589-61.2% | $4,767-87.1% | $2,645-76.7% |
| Participant deferral / active EE | $898 | $2,073-56.7% | $5,856-84.7% | $2,890-68.9% |
| Admin fee / account holder | $118 | $714-83.5% | $20,388-99.4% | $733-83.9% |