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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,969 | $60,165-50.2% | $74,184-59.6% | $55,167-45.7% |
| Participation rate | 48.4% | 74.2%-25.8pp | 76.6%-28.2pp | 69.0%-20.6pp |
| Annual return | 12.05% | 10.00%+2.1pp | 17.74%-5.7pp | 169.23%-157.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $761 | $2,973-74.4% | $3,550-78.6% | $3,054-75.1% |
| Admin fee / account holder | $10 | $419-97.7% | $5,586-99.8% | $504-98.1% |