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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,937 | $29,369-25.3% | $77,482-71.7% | $73,409-70.1% |
| Participation rate | 42.0% | 37.9%+4.1pp | 54.2%-12.2pp | 72.2%-30.2pp |
| Annual return | 13.99% | 358.15%-344.2pp | 54.79%-40.8pp | 59.29%-45.3pp |
| Employer contribution / active EE | $146 | $406-64.1% | $986-85.2% | $2,234-93.5% |
| Participant deferral / active EE | $592 | $941-37.1% | $1,861-68.2% | $3,805-84.4% |
| Admin fee / account holder | $21 | $123-82.9% | $2,858-99.3% | $158-86.7% |