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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,666 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,934 | $101,539-81.4% | $147,041-87.1% | $74,400-74.6% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.6pp | 67.2%+22.6pp |
| Annual return | 9.60% | 8740.84%-8731.2pp | 419.21%-409.6pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $4,598 | $3,811+20.6% | $4,935-6.8% | $2,624+75.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $39 | $1,749-97.8% | $13,006-99.7% | $1,944-98.0% |