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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,774 |
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 | $80,219 | $65,582+22.3% | $64,101+25.1% | $71,511+12.2% |
| Participation rate | 57.8% | 73.2%-15.4pp | 72.3%-14.5pp | 67.9%-10.2pp |
| Annual return | 12.28% | 18.96%-6.7pp | 33.72%-21.4pp | 28.86%-16.6pp |
| Employer contribution / active EE | $2,063 | $2,671-22.7% | $2,749-24.9% | $2,589-20.3% |
| Participant deferral / active EE | $4,126 | $3,628+13.7% | $3,881+6.3% | $4,291-3.8% |
| Admin fee / account holder | $59 | $616-90.4% | $3,070-98.1% | $1,588-96.3% |