Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,579 |
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 | $84,972 | $35,986+136.1% | $77,552+9.6% | $73,497+15.6% |
| Participation rate | 50.9% | 40.8%+10.1pp | 54.2%-3.3pp | 70.7%-19.8pp |
| Annual return | 14.52% | 19.26%-4.7pp | 54.82%-40.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $998 | $1,198-16.7% | $1,861-46.4% | $3,740-73.3% |
| Admin fee / account holder | $56 | $466-88.0% | $2,859-98.0% | $513-89.1% |