Filed June 23, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,392 | $56,640+24.3% | $78,002-9.8% | $55,167+27.6% |
| Participation rate | 57.8% | 73.3%-15.5pp | 75.5%-17.7pp | 69.0%-11.2pp |
| Annual return | 3.17% | 2868.48%-2865.3pp | 425.99%-422.8pp | 169.23%-166.1pp |
| Employer contribution / active EE | $811 | $1,724-53.0% | $2,470-67.2% | $1,963-58.7% |
| Participant deferral / active EE | $1,786 | $2,778-35.7% | $3,497-48.9% | $3,054-41.5% |
| Admin fee / account holder | $10 | $467-97.9% | $5,481-99.8% | $504-98.0% |