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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,300 | $60,795+10.7% | $69,464-3.1% | $65,185+3.2% |
| Participation rate | 49.6% | 74.9%-25.3pp | 74.6%-25.0pp | 70.2%-20.6pp |
| Annual return | 8.55% | 17.46%-8.9pp | 28.98%-20.4pp | 29.38%-20.8pp |
| Employer contribution / active EE | $1,273 | $2,452-48.1% | $2,779-54.2% | $2,177-41.5% |
| Participant deferral / active EE | $2,594 | $3,162-17.9% | $3,536-26.6% | $3,514-26.2% |
| Admin fee / account holder | $81 | $314-74.3% | $3,840-97.9% | $847-90.5% |