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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,006 | $28,109-39.5% | $71,086-76.1% | $56,287-69.8% |
| Participation rate | 20.8% | 40.4%-19.7pp | 54.7%-33.9pp | 69.9%-49.1pp |
| Annual return | 25.03% | -615.05%+640.1pp | 650.59%-625.6pp | -9.96%+35.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $603 | $1,116-46.0% | $1,874-67.8% | $3,350-82.0% |
| Admin fee / account holder | $24 | $585-95.8% | $3,082-99.2% | $521-95.3% |