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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,330 |
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 | $31,293 | $74,024-57.7% | $78,002-59.9% | $57,658-45.7% |
| Participation rate | 41.2% | 79.7%-38.6pp | 75.5%-34.4pp | 70.2%-29.1pp |
| Annual return | 8.21% | 12.14%-3.9pp | 425.99%-417.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,068 | $2,365-54.8% | $2,470-56.8% | $1,974-45.9% |
| Participant deferral / active EE | $1,931 | $3,533-45.4% | $3,497-44.8% | $3,061-36.9% |
| Admin fee / account holder | $26 | $93-72.1% | $5,481-99.5% | $95-72.5% |