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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $94,380 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,141 | $136,266-68.3% | $90,749-52.5% | $77,904-44.6% |
| Participation rate | 57.5% | 86.6%-29.1pp | 75.7%-18.2pp | 73.7%-16.2pp |
| Annual return | -14.72% | -11.32%-3.4pp | -12.16%-2.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $1,457 | $4,215-65.4% | $2,921-50.1% | $2,848-48.8% |
| Participant deferral / active EE | $2,623 | $6,353-58.7% | $4,564-42.5% | $4,806-45.4% |
| Admin fee / account holder | $112 | $399-72.0% | $8,445-98.7% | $133-15.6% |