Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,370 |
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 | $48,812 | $25,723+89.8% | $69,182-29.4% | $55,167-11.5% |
| Participation rate | 49.8% | 39.4%+10.3pp | 55.1%-5.3pp | 69.0%-19.2pp |
| Annual return | 6.25% | 9.56%-3.3pp | -21.93%+28.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,615 | $963+171.4% | $1,897+37.9% | $3,054-14.4% |
| Admin fee / account holder | $69 | $365-81.2% | $2,697-97.5% | $504-86.4% |