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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,132 | $43,423-32.9% | $78,676-63.0% | $55,167-47.2% |
| Participation rate | 19.0% | 68.0%-49.1pp | 73.6%-54.6pp | 69.0%-50.0pp |
| Annual return | 6.87% | 11.53%-4.7pp | 62.19%-55.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $316 | $1,997-84.2% | $2,850-88.9% | $1,963-83.9% |
| Participant deferral / active EE | $780 | $2,509-68.9% | $3,517-77.8% | $3,054-74.5% |
| Admin fee / account holder | $13 | $416-96.9% | $4,510-99.7% | $504-97.5% |