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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,264 | $46,745-20.3% | $60,547-38.5% | $52,331-28.8% |
| Participation rate | 72.7% | 58.6%+14.1pp | 68.0%+4.7pp | 68.1%+4.6pp |
| Annual return | 0.10% | 0.61%-0.5pp | 335.64%-335.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,233 | $1,259-2.1% | $2,419-49.1% | $1,882-34.5% |
| Participant deferral / active EE | $2,433 | $2,145+13.4% | $3,328-26.9% | $3,022-19.5% |
| Admin fee / account holder | $32 | $537-94.0% | $4,536-99.3% | $592-94.5% |