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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,716 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,697 | $75,183-28.6% | $123,894-56.7% | $55,167-2.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.19% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,605 | $2,823-43.2% | $4,617-65.2% | $1,963-18.2% |
| Participant deferral / active EE | $4,226 | $5,084-16.9% | $5,984-29.4% | $3,054+38.4% |
| Admin fee / account holder | $126 | $663-81.0% | $8,357-98.5% | $504-75.0% |