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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,267 |
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 | $28,305 | $51,223-44.7% | $82,763-65.8% | $66,949-57.7% |
| Participation rate | 30.8% | 67.9%-37.1pp | 72.6%-41.8pp | 69.8%-39.1pp |
| Annual return | -17.10% | -9.85%-7.3pp | 702.45%-719.5pp | 1.57%-18.7pp |
| Employer contribution / active EE | $560 | $2,611-78.6% | $3,008-81.4% | $2,545-78.0% |
| Participant deferral / active EE | $1,773 | $3,460-48.8% | $4,395-59.7% | $4,239-58.2% |
| Admin fee / account holder | $158 | $415-62.0% | $5,325-97.0% | $594-73.4% |