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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,683 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $56,929 | $84,493-32.6% | $125,381-54.6% | $66,938-15.0% |
| Participation rate | 52.3% | 76.4%-24.1pp | 82.4%-30.1pp | 69.8%-17.5pp |
| Annual return | -14.07% | -8.49%-5.6pp | 572.31%-586.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $8,979 | $3,554+152.7% | $4,815+86.5% | $2,545+252.8% |
| Participant deferral / active EE | $898 | $6,783-86.8% | $7,448-87.9% | $4,238-78.8% |
| Admin fee / account holder | $130 | $685-81.0% | $10,007-98.7% | $594-78.0% |