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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $883 |
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 | $1,321 | $58,312-97.7% | $86,656-98.5% | $71,529-98.2% |
| Participation rate | 40.8% | 65.0%-24.2pp | 71.7%-30.9pp | 67.9%-27.1pp |
| Annual return | 16.15% | 24.08%-7.9pp | 593.09%-576.9pp | 28.97%-12.8pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $603 | $3,439-82.5% | $4,439-86.4% | $4,291-86.0% |
| Admin fee / account holder | $8 | $1,057-99.2% | $5,619-99.9% | $1,588-99.5% |