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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,695 |
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 | $882 | $51,223-98.3% | $82,763-98.9% | $66,949-98.7% |
| Participation rate | 53.2% | 67.9%-14.7pp | 72.6%-19.3pp | 69.8%-16.6pp |
| Annual return | -11.42% | -9.85%-1.6pp | 702.45%-713.9pp | 1.57%-13.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $503 | $3,460-85.5% | $4,395-88.6% | $4,239-88.1% |
| Admin fee / account holder | $9 | $415-97.7% | $5,325-99.8% | $594-98.4% |