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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 | $65,084+75.8% | $67,681+69.1% | $64,340+77.9% |
| Participation rate | 59.3% | 66.7%-7.4pp | 73.7%-14.4pp | 55.2%+4.1pp |
| Annual return | 13.48% | 20.50%-7.0pp | 590.58%-577.1pp | 24.14%-10.7pp |
| Employer contribution / active EE | $2,313 | $2,398-3.6% | $2,678-13.6% | $1,862+24.2% |
| Participant deferral / active EE | $4,626 | $3,210+44.1% | $3,976+16.3% | $2,980+55.2% |
| Admin fee / account holder | $93 | $1,415-93.4% | $6,100-98.5% | $3,703-97.5% |