Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,600 |
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 | $60,420 | $28,109+114.9% | $71,089-15.0% | $56,289+7.3% |
| Participation rate | 53.3% | 40.4%+12.9pp | 54.6%-1.3pp | 69.9%-16.5pp |
| Annual return | -5.60% | -615.05%+609.4pp | 650.65%-656.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,374 | $1,116+202.4% | $1,873+80.2% | $3,350+0.7% |
| Admin fee / account holder | $79 | $585-86.4% | $3,082-97.4% | $521-84.8% |