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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,080 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,514 | $334,829-93.6% | $152,093-85.9% | - |
| Participation rate | 35.3% | 49.1%-13.7pp | 77.8%-42.4pp | - |
| Annual return | 11.67% | 11.73%-0.1pp | 66.36%-54.7pp | - |
| Employer contribution / active EE | $612 | $938-34.7% | $4,175-85.3% | - |
| Participant deferral / active EE | $1,012 | $1,779-43.1% | $5,451-81.4% | - |
| Admin fee / account holder | $31 | $73,095-100.0% | $14,497-99.8% | - |