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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,000 | $58,320+21.7% | $86,451-17.9% | $66,949+6.1% |
| Participation rate | 33.8% | 78.6%-44.8pp | 80.3%-46.5pp | 69.8%-36.0pp |
| Annual return | -14.26% | -9.71%-4.6pp | 4398.51%-4412.8pp | 1.57%-15.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,025 | $6,899-85.1% | $6,953-85.3% | $4,239-75.8% |
| Admin fee / account holder | $0 | $546-100.0% | $6,734-100.0% | $594-100.0% |