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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,268 | $25,723-60.1% | $69,182-85.2% | $55,167-81.4% |
| Participation rate | 18.8% | 39.4%-20.6pp | 55.1%-36.3pp | 69.0%-50.2pp |
| Annual return | -0.05% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $451 | $963-53.1% | $1,897-76.2% | $3,054-85.2% |
| Admin fee / account holder | $10 | $365-97.3% | $2,697-99.6% | $504-98.0% |