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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,428 | $67,594+69.3% | $77,361+47.9% | $69,733+64.1% |
| Participation rate | 59.3% | 71.7%-12.4pp | 75.0%-15.6pp | 62.5%-3.1pp |
| Annual return | 13.48% | 19.20%-5.7pp | 1011.54%-998.1pp | 15.22%-1.7pp |
| Employer contribution / active EE | $2,313 | $2,649-12.7% | $2,990-22.6% | $2,250+2.8% |
| Participant deferral / active EE | $4,626 | $3,401+36.0% | $3,911+18.3% | $3,054+51.4% |
| Admin fee / account holder | $93 | $1,159-92.0% | $5,894-98.4% | $3,102-97.0% |