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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,341 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,712 | $62,686-68.6% | $178,540-89.0% | $77,736-74.6% |
| Participation rate | 40.5% | 66.9%-26.4pp | 77.1%-36.6pp | 70.6%-30.1pp |
| Annual return | 11.98% | 16.16%-4.2pp | 27.15%-15.2pp | 31.26%-19.3pp |
| Employer contribution / active EE | $821 | $1,914-57.1% | $3,953-79.2% | $2,728-69.9% |
| Participant deferral / active EE | $1,425 | $4,224-66.3% | $6,281-77.3% | $4,651-69.4% |
| Admin fee / account holder | $45 | $386-88.4% | $10,424-99.6% | $433-89.7% |