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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,036 | $30,107-63.3% | $61,452-82.0% | $64,819-83.0% |
| Participation rate | 15.6% | 36.4%-20.8pp | 52.6%-37.0pp | 71.5%-55.9pp |
| Annual return | -16.04% | -13.99%-2.0pp | 338.96%-355.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $168 | $537-68.7% | $1,160-85.5% | $2,507-93.3% |
| Participant deferral / active EE | $734 | $1,126-34.8% | $2,125-65.4% | $4,311-83.0% |
| Admin fee / account holder | $61 | $148-58.7% | $2,131-97.1% | $188-67.4% |