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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,294 |
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 | $35,536 | $92,090-61.4% | $106,201-66.5% | $77,671-54.2% |
| Participation rate | 57.8% | 81.0%-23.2pp | 75.3%-17.5pp | 70.6%-12.8pp |
| Annual return | 16.62% | 17.89%-1.3pp | 116.26%-99.6pp | 31.21%-14.6pp |
| Employer contribution / active EE | $1,365 | $3,368-59.5% | $3,170-56.9% | $2,726-49.9% |
| Participant deferral / active EE | $2,483 | $5,386-53.9% | $5,012-50.5% | $4,648-46.6% |
| Admin fee / account holder | $35 | $219-83.8% | $11,039-99.7% | $430-91.8% |