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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $120 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,896 | $47,977+72.8% | $154,108-46.2% | $56,289+47.3% |
| Participation rate | 2.2% | 66.2%-64.0pp | 83.0%-80.8pp | 69.9%-67.7pp |
| Annual return | 1.24% | 3.54%-2.3pp | 735.21%-734.0pp | -9.96%+11.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $305 | $2,392-87.2% | $5,081-94.0% | $3,350-90.9% |
| Admin fee / account holder | $40 | $438-90.9% | $13,411-99.7% | $521-92.3% |