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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,531 | $63,768-52.1% | $98,506-69.0% | $79,389-61.5% |
| Participation rate | 33.3% | 69.9%-36.5pp | 73.3%-40.0pp | 70.7%-37.4pp |
| Annual return | 16.86% | 626.18%-609.3pp | 1494.92%-1478.1pp | 116.89%-100.0pp |
| Employer contribution / active EE | $527 | $2,558-79.4% | $2,961-82.2% | $2,428-78.3% |
| Participant deferral / active EE | $1,922 | $3,305-41.8% | $4,277-55.1% | $4,046-52.5% |
| Admin fee / account holder | $135 | $516-73.7% | $5,955-97.7% | $626-78.4% |