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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,847 |
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 | $39,711 | $47,766-16.9% | $82,744-52.0% | $64,819-38.7% |
| Participation rate | 37.8% | 67.7%-29.9pp | 72.6%-34.8pp | 71.5%-33.7pp |
| Annual return | -13.44% | -13.06%-0.4pp | 702.22%-715.7pp | 32.84%-46.3pp |
| Employer contribution / active EE | $661 | $2,182-69.7% | $3,008-78.0% | $2,507-73.6% |
| Participant deferral / active EE | $1,234 | $3,332-63.0% | $4,395-71.9% | $4,311-71.4% |
| Admin fee / account holder | $35 | $143-75.5% | $5,325-99.3% | $188-81.4% |