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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,953 |
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 | $22,838 | $54,237-57.9% | $90,304-74.7% | $67,579-66.2% |
| Participation rate | 50.3% | 68.6%-18.3pp | 73.3%-23.0pp | 71.3%-21.0pp |
| Annual return | 5.96% | 37.27%-31.3pp | 78.13%-72.2pp | 378.56%-372.6pp |
| Employer contribution / active EE | $709 | $1,846-61.6% | $2,855-75.2% | $2,148-67.0% |
| Participant deferral / active EE | $1,372 | $2,625-47.8% | $3,885-64.7% | $3,539-61.2% |
| Admin fee / account holder | $28 | $123-77.1% | $5,354-99.5% | $142-80.1% |