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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,660 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,863 | $52,188-21.7% | $86,617-52.8% | $74,440-45.1% |
| Participation rate | 36.3% | 66.3%-30.1pp | 71.7%-35.5pp | 70.7%-34.5pp |
| Annual return | 11.32% | 44.46%-33.1pp | 591.91%-580.6pp | 34.37%-23.1pp |
| Employer contribution / active EE | $742 | $2,282-67.5% | $3,023-75.5% | $2,638-71.9% |
| Participant deferral / active EE | $1,363 | $3,383-59.7% | $4,437-69.3% | $4,529-69.9% |
| Admin fee / account holder | $19 | $319-94.1% | $5,613-99.7% | $348-94.6% |