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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,485 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,656 | $76,551-22.1% | $123,894-51.8% | $62,881-5.1% |
| Participation rate | 80.9% | 73.0%+7.9pp | 81.4%-0.6pp | 69.3%+11.5pp |
| Annual return | 5.34% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,101 | $2,882+7.6% | $4,617-32.8% | $2,281+36.0% |
| Participant deferral / active EE | $6,276 | $4,840+29.7% | $5,984+4.9% | $3,203+95.9% |
| Admin fee / account holder | $12 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |