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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,686 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,323 |
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 | $27,536 | $93,598-70.6% | $135,974-79.7% | $75,173-63.4% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.9%-14.4pp | 67.2%+0.4pp |
| Annual return | 19.25% | 30.89%-11.6pp | 68.30%-49.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $5,260 | $3,538+48.7% | $4,859+8.3% | $2,671+97.0% |
| Participant deferral / active EE | $10,519 | $6,405+64.2% | $7,760+35.5% | $4,126+154.9% |
| Admin fee / account holder | $53 | $6,978-99.2% | $10,767-99.5% | $5,651-99.1% |