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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,973 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,901 | $56,339-13.2% | $104,301-53.1% | $68,495-28.6% |
| Participation rate | 64.3% | 63.3%+1.0pp | 73.3%-9.0pp | 67.9%-3.6pp |
| Annual return | -23.17% | -9.19%-14.0pp | 24.61%-47.8pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,081 | $1,960+6.2% | $3,373-38.3% | $2,596-19.8% |
| Participant deferral / active EE | $4,760 | $3,077+54.7% | $4,626+2.9% | $4,028+18.2% |
| Admin fee / account holder | $177 | $4,902-96.4% | $7,340-97.6% | $5,403-96.7% |