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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,041 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,674 | $66,098-5.2% | $101,794-38.4% | $74,304-15.7% |
| Participation rate | 25.1% | 53.8%-28.6pp | 69.2%-44.1pp | 60.3%-35.2pp |
| Annual return | 11.46% | 19.59%-8.1pp | 30.53%-19.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $410 | $1,082-62.1% | $2,289-82.1% | $2,241-81.7% |
| Participant deferral / active EE | $1,658 | $2,781-40.4% | $4,084-59.4% | $3,767-56.0% |
| Admin fee / account holder | $45 | $4,146-98.9% | $8,777-99.5% | $2,969-98.5% |