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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 27-2037969 | Recordkeeping | $5,895 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,501 | $58,778-73.6% | $129,295-88.0% | $77,671-80.0% |
| Participation rate | 85.2% | 59.2%+25.9pp | 69.6%+15.6pp | 70.6%+14.6pp |
| Annual return | 14.30% | 24.73%-10.4pp | 9429.28%-9415.0pp | 31.21%-16.9pp |
| Employer contribution / active EE | $589 | $1,952-69.9% | $4,157-85.8% | $2,726-78.4% |
| Participant deferral / active EE | $1,748 | $3,212-45.6% | $4,169-58.1% | $4,648-62.4% |
| Admin fee / account holder | $10 | $589-98.3% | $7,665-99.9% | $430-97.6% |