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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,013 |
Service code 10 · EIN 25-1031405 | Accounting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,207 | $47,163+31.9% | $149,696-58.4% | $74,460-16.5% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.4pp | 70.7%+11.5pp |
| Annual return | 12.85% | 22.75%-9.9pp | 134.46%-121.6pp | 34.38%-21.5pp |
| Employer contribution / active EE | $1,825 | $1,907-4.3% | $4,821-62.1% | $2,638-30.8% |
| Participant deferral / active EE | $2,002 | $2,730-26.7% | $5,682-64.8% | $4,530-55.8% |
| Admin fee / account holder | $131 | $343-61.7% | $13,212-99.0% | $348-62.2% |