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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,473 | $91,474-67.8% | $135,982-78.3% | $71,529-58.8% |
| Participation rate | 46.7% | 75.7%-29.0pp | 81.9%-35.2pp | 67.9%-21.2pp |
| Annual return | 19.45% | 29.89%-10.4pp | 68.32%-48.9pp | 28.97%-9.5pp |
| Employer contribution / active EE | $1,395 | $3,705-62.4% | $4,859-71.3% | $2,590-46.1% |
| Participant deferral / active EE | $3,422 | $7,095-51.8% | $7,760-55.9% | $4,291-20.3% |
| Admin fee / account holder | $20 | $1,267-98.4% | $10,767-99.8% | $1,588-98.7% |