Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,555 | $31,679+144.8% | $74,723+3.8% | $65,186+19.0% |
| Participation rate | 55.6% | 40.4%+15.2pp | 54.5%+1.1pp | 70.2%-14.6pp |
| Annual return | 25.87% | 39.04%-13.2pp | 753.18%-727.3pp | 29.39%-3.5pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,563 | $1,191+199.2% | $1,962+81.6% | $3,514+1.4% |
| Admin fee / account holder | $74 | $379-80.4% | $3,335-97.8% | $847-91.2% |