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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,300 |
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.
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 | $27,195 | $52,722-48.4% | $90,440-69.9% | $73,412-63.0% |
| Participation rate | 43.9% | 67.7%-23.8pp | 72.7%-28.8pp | 72.2%-28.2pp |
| Annual return | 4.26% | 20.70%-16.4pp | 1294.38%-1290.1pp | 59.30%-55.0pp |
| Employer contribution / active EE | $605 | $1,872-67.7% | $3,263-81.5% | $2,234-72.9% |
| Participant deferral / active EE | $1,153 | $2,810-59.0% | $3,964-70.9% | $3,806-69.7% |
| Admin fee / account holder | $35 | $117-69.9% | $5,615-99.4% | $158-77.7% |