Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,124 | $26,805+60.9% | $59,496-27.5% | $52,331-17.6% |
| Participation rate | 54.4% | 39.3%+15.1pp | 54.6%-0.1pp | 68.1%-13.7pp |
| Annual return | 1.66% | 2.61%-0.9pp | 182.05%-180.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,712 | $916+196.0% | $1,829+48.3% | $3,022-10.3% |
| Admin fee / account holder | $60 | $305-80.2% | $2,232-97.3% | $592-89.8% |