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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 | $101,499-59.9% | $147,005-72.3% | $74,546-45.5% |
| Participation rate | 47.2% | 75.5%-28.4pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 16.06% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $1,466 | $3,811-61.5% | $4,934-70.3% | $2,624-44.1% |
| Participant deferral / active EE | $3,224 | $7,304-55.9% | $8,070-60.0% | $4,347-25.8% |
| Admin fee / account holder | $54 | $1,748-96.9% | $13,006-99.6% | $1,944-97.2% |