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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,959 |
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.
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 | $35,559 | $56,485-37.0% | $185,823-80.9% | $86,799-59.0% |
| Participation rate | 68.5% | 65.5%+3.0pp | 81.7%-13.2pp | 72.3%-3.8pp |
| Annual return | 10.38% | 118.04%-107.7pp | 122.05%-111.7pp | 97.91%-87.5pp |
| Employer contribution / active EE | $1,644 | $1,843-10.8% | $5,167-68.2% | $2,405-31.6% |
| Participant deferral / active EE | $1,265 | $2,553-50.5% | $5,568-77.3% | $4,131-69.4% |
| Admin fee / account holder | $88 | $150-41.5% | $16,237-99.5% | $170-48.4% |