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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $475 |
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.
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 | $15,331 | $47,977-68.0% | $154,108-90.1% | $56,289-72.8% |
| Participation rate | 56.5% | 66.2%-9.7pp | 83.0%-26.6pp | 69.9%-13.4pp |
| Annual return | -6.99% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $519 | $2,169-76.1% | $5,298-90.2% | $2,111-75.4% |
| Participant deferral / active EE | $1,174 | $2,392-50.9% | $5,081-76.9% | $3,350-64.9% |
| Admin fee / account holder | $8 | $438-98.3% | $13,411-99.9% | $521-98.5% |