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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,807 | $65,908-97.3% | $81,812-97.8% | $77,643-97.7% |
| Participation rate | 23.2% | 65.8%-42.6pp | 72.3%-49.2pp | 70.6%-47.4pp |
| Annual return | 12.11% | 26.64%-14.5pp | 773.79%-761.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $427 | $3,505-87.8% | $4,319-90.1% | $4,647-90.8% |
| Admin fee / account holder | $11 | $526-98.0% | $7,386-99.9% | $430-97.5% |