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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,148 | $66,302+49.5% | $110,238-10.1% | $56,287+76.1% |
| Participation rate | 52.4% | 74.9%-22.5pp | 79.8%-27.4pp | 69.9%-17.4pp |
| Annual return | -8.21% | -1.18%-7.0pp | 314.74%-323.0pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,581 | $3,381+5.9% | $4,672-23.3% | $3,350+6.9% |
| Admin fee / account holder | $18 | $698-97.5% | $8,547-99.8% | $521-96.6% |