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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $812 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,234 | $81,494-46.9% | $133,978-67.7% | $73,497-41.2% |
| Participation rate | 67.3% | 76.4%-9.0pp | 79.8%-12.5pp | 70.7%-3.3pp |
| Annual return | 15.04% | 19.40%-4.4pp | 45.10%-30.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $912 | $2,210-58.7% | $3,919-76.7% | $2,270-59.8% |
| Participant deferral / active EE | $1,604 | $3,787-57.7% | $5,047-68.2% | $3,740-57.1% |
| Admin fee / account holder | $8 | $713-98.9% | $8,930-99.9% | $513-98.5% |