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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 | $58,969-73.7% | $129,406-88.0% | $77,762-80.1% |
| Participation rate | 85.2% | 59.5%+25.7pp | 69.6%+15.5pp | 70.6%+14.6pp |
| Annual return | 14.30% | 24.78%-10.5pp | 9468.18%-9453.9pp | 31.27%-17.0pp |
| Employer contribution / active EE | $589 | $1,959-70.0% | $4,155-85.8% | $2,728-78.4% |
| Participant deferral / active EE | $1,748 | $3,224-45.8% | $4,167-58.1% | $4,651-62.4% |
| Admin fee / account holder | $10 | $593-98.3% | $7,689-99.9% | $433-97.6% |