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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,416 |
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 | $15,963 | $61,272-73.9% | $149,673-89.3% | $71,457-77.7% |
| Participation rate | 45.4% | 62.5%-17.1pp | 78.8%-33.4pp | 67.9%-22.5pp |
| Annual return | 15.62% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,061 | $2,917-63.6% | $5,680-81.3% | $4,289-75.3% |
| Admin fee / account holder | $57 | $1,261-95.5% | $13,210-99.6% | $1,587-96.4% |