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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,633 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,201 | $65,367+143.5% | $92,915+71.3% | $72,976+118.2% |
| Participation rate | 65.2% | 68.3%-3.1pp | 76.0%-10.8pp | 69.5%-4.3pp |
| Annual return | 7.63% | 42.11%-34.5pp | 109.45%-101.8pp | 81.02%-73.4pp |
| Employer contribution / active EE | $2,421 | $2,594-6.7% | $3,653-33.7% | $2,440-0.8% |
| Participant deferral / active EE | $3,200 | $3,128+2.3% | $4,238-24.5% | $3,608-11.3% |
| Admin fee / account holder | $113 | $4,251-97.3% | $5,796-98.1% | $5,124-97.8% |