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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,794 |
BLATT & DAUMAN LLP1 year Service code 10 · EIN 11-2778625 | Accounting | $8,366 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,381 | $80,753-15.3% | $136,298-49.8% | $62,293+9.8% |
| Participation rate | 91.4% | 73.5%+17.9pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 18.38% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,647 | $5,164-10.0% | $6,247-25.6% | $3,169+46.6% |
| Admin fee / account holder | $191 | $525-63.7% | $9,244-97.9% | $479-60.2% |