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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,253 |
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.
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 | $21,049 | $65,453-67.8% | $86,698-75.7% | $66,938-68.6% |
| Participation rate | 57.3% | 75.5%-18.1pp | 76.6%-19.3pp | 69.8%-12.5pp |
| Annual return | -19.24% | -10.89%-8.3pp | 35.95%-55.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,137 | $2,154-47.2% | $2,837-59.9% | $2,545-55.3% |
| Participant deferral / active EE | $3,284 | $4,102-19.9% | $4,656-29.5% | $4,238-22.5% |
| Admin fee / account holder | $10 | $642-98.4% | $7,493-99.9% | $594-98.3% |