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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $845 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,292 | $50,902-52.3% | $155,534-84.4% | $77,736-68.8% |
| Participation rate | 23.5% | 63.1%-39.6pp | 78.2%-54.7pp | 70.6%-47.1pp |
| Annual return | 27.35% | 34.85%-7.5pp | 64.92%-37.6pp | 31.26%-3.9pp |
| Employer contribution / active EE | $451 | $1,991-77.3% | $4,675-90.3% | $2,728-83.5% |
| Participant deferral / active EE | $719 | $2,824-74.6% | $5,630-87.2% | $4,651-84.5% |
| Admin fee / account holder | $7 | $437-98.4% | $15,900-100.0% | $433-98.4% |