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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $1,536 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,715 | $59,456-63.5% | $93,669-76.8% | $74,429-70.8% |
| Participation rate | 61.6% | 59.6%+1.9pp | 68.7%-7.1pp | 67.2%-5.6pp |
| Annual return | 12.57% | 82.00%-69.4pp | 133.59%-121.0pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,250 | $1,266+77.7% | $2,424-7.2% | $2,625-14.3% |
| Participant deferral / active EE | $3,344 | $3,052+9.6% | $4,416-24.3% | $4,348-23.1% |
| Admin fee / account holder | $129 | $3,026-95.7% | $8,291-98.4% | $1,944-93.3% |