Filed June 23, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,021 | $53,412+27.4% | $68,509-0.7% | $52,331+30.0% |
| Participation rate | 57.4% | 71.7%-14.2pp | 74.7%-17.3pp | 68.1%-10.7pp |
| Annual return | 0.49% | 3.42%-2.9pp | 8.27%-7.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $752 | $1,607-53.2% | $2,278-67.0% | $1,882-60.0% |
| Participant deferral / active EE | $1,659 | $2,688-38.3% | $3,382-50.9% | $3,022-45.1% |
| Admin fee / account holder | $12 | $461-97.4% | $5,275-99.8% | $592-98.0% |