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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,072 |
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 | $45,221 | $66,009-31.5% | $81,780-44.7% | $77,692-41.8% |
| Participation rate | 33.5% | 65.8%-32.3pp | 72.4%-38.8pp | 70.6%-37.0pp |
| Annual return | 14.03% | 26.66%-12.6pp | 776.27%-762.2pp | 31.25%-17.2pp |
| Employer contribution / active EE | $641 | $2,374-73.0% | $2,914-78.0% | $2,726-76.5% |
| Participant deferral / active EE | $1,166 | $3,510-66.8% | $4,321-73.0% | $4,648-74.9% |
| Admin fee / account holder | $35 | $527-93.3% | $7,384-99.5% | $431-91.8% |