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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 | $36,002-17.0% | $161,489-81.5% | $64,728-53.9% |
| Participation rate | 29.5% | 57.4%-27.9pp | 78.7%-49.2pp | 57.9%-28.4pp |
| Annual return | 11.55% | 33.93%-22.4pp | 89.72%-78.2pp | 49.38%-37.8pp |
| Employer contribution / active EE | $616 | $1,380-55.3% | $4,268-85.6% | $2,243-72.5% |
| Participant deferral / active EE | $898 | $1,815-50.5% | $5,630-84.0% | $2,729-67.1% |
| Admin fee / account holder | $118 | $931-87.4% | $16,006-99.3% | $1,145-89.7% |