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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,388 | $84,936-72.5% | $111,303-79.0% | $79,393-70.5% |
| Participation rate | 49.1% | 75.9%-26.7pp | 77.3%-28.2pp | 70.7%-21.6pp |
| Annual return | 22.91% | 17.45%+5.5pp | 54.66%-31.8pp | 116.87%-94.0pp |
| Employer contribution / active EE | $964 | $1,979-51.3% | $2,731-64.7% | $2,428-60.3% |
| Participant deferral / active EE | $2,443 | $3,888-37.2% | $4,487-45.6% | $4,046-39.6% |
| Admin fee / account holder | $15 | $537-97.2% | $7,966-99.8% | $627-97.6% |