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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,551 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,887 | $84,487-23.2% | $125,339-48.2% | $66,914-3.0% |
| Participation rate | 68.9% | 76.4%-7.6pp | 82.4%-13.5pp | 69.8%-1.0pp |
| Annual return | -16.93% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $410 | $3,553-88.5% | $4,814-91.5% | $2,544-83.9% |
| Participant deferral / active EE | $3,821 | $6,781-43.7% | $7,446-48.7% | $4,237-9.8% |
| Admin fee / account holder | $69 | $685-89.9% | $10,010-99.3% | $593-88.3% |