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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,138 | $91,439+16.1% | $135,974-21.9% | $71,511+48.4% |
| Participation rate | 87.8% | 75.7%+12.1pp | 81.9%+5.9pp | 67.9%+19.8pp |
| Annual return | 18.99% | 29.90%-10.9pp | 68.30%-49.3pp | 28.86%-9.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,274 | $7,093-11.5% | $7,760-19.1% | $4,291+46.2% |
| Admin fee / account holder | $209 | $1,267-83.5% | $10,767-98.1% | $1,588-86.8% |