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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,660 | $101,672-60.0% | $147,117-72.4% | $74,478-45.4% |
| Participation rate | 47.2% | 75.5%-28.4pp | 82.2%-35.0pp | 67.2%-20.1pp |
| Annual return | 16.06% | 8757.83%-8741.8pp | 420.54%-404.5pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $1,466 | $3,813-61.6% | $4,932-70.3% | $2,626-44.2% |
| Participant deferral / active EE | $3,224 | $7,305-55.9% | $8,065-60.0% | $4,350-25.9% |
| Admin fee / account holder | $54 | $1,753-96.9% | $12,993-99.6% | $1,946-97.2% |