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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,624 | $102,553-54.5% | $151,611-69.2% | $66,914-30.3% |
| Participation rate | 65.2% | 85.5%-20.4pp | 87.5%-22.3pp | 69.8%-4.7pp |
| Annual return | -15.06% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,301 | $4,180-45.0% | $6,166-62.7% | $2,544-9.6% |
| Participant deferral / active EE | $4,822 | $6,641-27.4% | $8,363-42.3% | $4,237+13.8% |
| Admin fee / account holder | $172 | $630-72.8% | $11,616-98.5% | $593-71.1% |