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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,556 | $73,863-91.1% | $143,797-95.4% | $68,490-90.4% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -18.56% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $213 | $3,185-93.3% | $4,952-95.7% | $2,597-91.8% |
| Participant deferral / active EE | $934 | $3,385-72.4% | $5,638-83.4% | $4,028-76.8% |
| Admin fee / account holder | $62 | $5,756-98.9% | $14,679-99.6% | $5,403-98.9% |