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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,172 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,737 | $59,159-80.2% | $159,960-92.7% | $66,914-82.5% |
| Participation rate | 95.7% | 68.1%+27.5pp | 78.0%+17.7pp | 69.8%+25.8pp |
| Annual return | -19.50% | -12.26%-7.2pp | 408.60%-428.1pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,477 | $1,983-25.5% | $4,226-65.1% | $2,544-42.0% |
| Participant deferral / active EE | $2,392 | $4,395-45.6% | $6,182-61.3% | $4,237-43.5% |
| Admin fee / account holder | $18 | $591-97.0% | $8,698-99.8% | $593-97.0% |