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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,368 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,615 | $65,061-72.9% | $143,757-87.7% | $66,914-73.7% |
| Participation rate | 27.4% | 65.2%-37.8pp | 80.3%-53.0pp | 69.8%-42.5pp |
| Annual return | -16.97% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $551 | $2,919-81.1% | $5,637-90.2% | $4,237-87.0% |
| Admin fee / account holder | $240 | $502-52.1% | $14,673-98.4% | $593-59.5% |