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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,625 | $37,463-77.0% | $77,096-88.8% | $66,938-87.1% |
| Participation rate | 62.3% | 52.9%+9.4pp | 67.9%-5.6pp | 69.8%-7.5pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $850 | $1,535-44.6% | $2,814-69.8% | $2,545-66.6% |
| Participant deferral / active EE | $148 | $2,621-94.3% | $4,429-96.7% | $4,238-96.5% |
| Admin fee / account holder | $36 | $568-93.6% | $5,428-99.3% | $594-93.9% |