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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $31,110 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,190 | $47,078-67.7% | $100,671-84.9% | $55,191-72.5% |
| Participation rate | 92.8% | 58.0%+34.7pp | 70.7%+22.0pp | 69.2%+23.6pp |
| Annual return | -1.94% | 0.65%-2.6pp | 20.43%-22.4pp | 10.78%-12.7pp |
| Employer contribution / active EE | $619 | $1,065-41.9% | $4,012-84.6% | $1,899-67.4% |
| Participant deferral / active EE | $1,288 | $2,038-36.8% | $3,144-59.0% | $3,046-57.7% |
| Admin fee / account holder | $39 | $153-74.9% | $4,850-99.2% | $91-57.6% |