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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,566 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,474 | $65,061-57.8% | $143,757-80.9% | $66,914-58.9% |
| Participation rate | 91.4% | 65.2%+26.2pp | 80.3%+11.1pp | 69.8%+21.6pp |
| Annual return | -18.20% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,169 | $2,361-50.5% | $4,951-76.4% | $2,544-54.1% |
| Participant deferral / active EE | $3,613 | $2,919+23.8% | $5,637-35.9% | $4,237-14.7% |
| Admin fee / account holder | $130 | $502-74.2% | $14,673-99.1% | $593-78.1% |