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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,312 | $63,905-60.4% | $74,183-65.9% | $57,658-56.1% |
| Participation rate | 68.9% | 79.8%-10.9pp | 76.6%-7.7pp | 70.2%-1.3pp |
| Annual return | 13.67% | 60.60%-46.9pp | 17.74%-4.1pp | 5.13%+8.5pp |
| Employer contribution / active EE | $810 | $1,840-56.0% | $2,370-65.8% | $1,974-59.0% |
| Participant deferral / active EE | $2,153 | $3,448-37.6% | $3,550-39.3% | $3,061-29.6% |
| Admin fee / account holder | $86 | $91-5.5% | $5,586-98.5% | $95-9.0% |