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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,625 |
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 | $18,794 | $46,332-59.4% | $143,799-86.9% | $64,819-71.0% |
| Participation rate | 33.7% | 64.2%-30.5pp | 80.3%-46.6pp | 71.5%-37.8pp |
| Annual return | -13.66% | -10.05%-3.6pp | -0.04%-13.6pp | 32.84%-46.5pp |
| Employer contribution / active EE | $636 | $1,911-66.7% | $4,952-87.1% | $2,507-74.6% |
| Participant deferral / active EE | $889 | $2,647-66.4% | $5,638-84.2% | $4,311-79.4% |
| Admin fee / account holder | $90 | $154-41.4% | $14,677-99.4% | $188-52.0% |