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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,514 | $331,967-93.5% | $158,223-86.4% | - |
| Participation rate | 35.3% | 50.0%-14.7pp | 79.2%-43.9pp | - |
| Annual return | 11.67% | 9.74%+1.9pp | 52.09%-40.4pp | - |
| Employer contribution / active EE | $612 | $996-38.5% | $4,109-85.1% | - |
| Participant deferral / active EE | $1,012 | $1,868-45.8% | $5,467-81.5% | - |
| Admin fee / account holder | $31 | $145,493-100.0% | $16,047-99.8% | - |