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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,121 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,745 | $41,150-37.4% | $80,627-68.1% | $71,511-64.0% |
| Participation rate | 44.9% | 50.3%-5.3pp | 67.0%-22.1pp | 67.9%-23.0pp |
| Annual return | 276.91% | 38.48%+238.4pp | 936.76%-659.9pp | 28.86%+248.1pp |
| Employer contribution / active EE | $1,157 | $1,515-23.7% | $2,723-57.5% | $2,589-55.3% |
| Participant deferral / active EE | $233 | $2,701-91.4% | $4,443-94.8% | $4,291-94.6% |
| Admin fee / account holder | $227 | $1,841-87.7% | $5,381-95.8% | $1,588-85.7% |