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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $728 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,807 | $65,960-97.3% | $81,882-97.8% | $77,762-97.7% |
| Participation rate | 23.2% | 65.8%-42.6pp | 72.4%-49.2pp | 70.6%-47.4pp |
| Annual return | 12.11% | 26.64%-14.5pp | 779.47%-767.4pp | 31.27%-19.2pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $427 | $3,505-87.8% | $4,323-90.1% | $4,651-90.8% |
| Admin fee / account holder | $11 | $526-98.0% | $7,360-99.9% | $433-97.5% |