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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,961 | $65,322+7.1% | $70,494-0.8% | $73,497-4.8% |
| Participation rate | 54.1% | 77.0%-22.9pp | 75.1%-21.0pp | 70.7%-16.6pp |
| Annual return | 4.62% | 15.71%-11.1pp | 109.16%-104.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,389 | $2,460-43.5% | $2,738-49.3% | $2,270-38.8% |
| Participant deferral / active EE | $3,082 | $3,375-8.7% | $3,711-16.9% | $3,740-17.6% |
| Admin fee / account holder | $93 | $214-56.7% | $3,848-97.6% | $513-81.9% |