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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,257 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 65-0505084 | Advisory (Plan) | $33,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,706 | $89,123-65.5% | $102,460-70.0% | $77,762-60.5% |
| Participation rate | 50.1% | 80.9%-30.8pp | 76.5%-26.4pp | 70.6%-20.5pp |
| Annual return | 15.29% | 25.05%-9.8pp | 29.47%-14.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $1,142 | $2,700-57.7% | $3,025-62.2% | $2,728-58.1% |
| Participant deferral / active EE | $1,666 | $5,148-67.6% | $5,056-67.1% | $4,651-64.2% |
| Admin fee / account holder | $226 | $236-4.2% | $9,460-97.6% | $433-47.8% |