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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $89,739 | $100,923-11.1% | $150,045-40.2% | $74,304+20.8% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.3%-12.7pp | 60.3%+9.3pp |
| Annual return | 14.33% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $592 | $3,463-82.9% | $4,693-87.4% | $2,241-73.6% |
| Participant deferral / active EE | $3,434 | $6,709-48.8% | $7,997-57.1% | $3,767-8.9% |
| Admin fee / account holder | $37 | $2,767-98.7% | $13,435-99.7% | $2,969-98.7% |