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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,688 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,255 | $50,860-54.3% | $155,574-85.1% | $77,714-70.1% |
| Participation rate | 31.4% | 63.1%-31.8pp | 78.2%-46.9pp | 70.6%-39.2pp |
| Annual return | 13.42% | 34.86%-21.4pp | 64.87%-51.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $582 | $1,991-70.8% | $4,676-87.6% | $2,727-78.7% |
| Participant deferral / active EE | $881 | $2,825-68.8% | $5,629-84.4% | $4,649-81.1% |
| Admin fee / account holder | $84 | $436-80.7% | $15,914-99.5% | $433-80.6% |