Filed June 23, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,800 |
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 | $77,959 | $63,314+23.1% | $91,004-14.3% | $62,293+25.1% |
| Participation rate | 62.2% | 73.3%-11.1pp | 75.6%-13.4pp | 69.5%-7.3pp |
| Annual return | 16.43% | 21.00%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $824 | $1,807-54.4% | $2,456-66.4% | $2,042-59.6% |
| Participant deferral / active EE | $2,018 | $2,944-31.5% | $3,548-43.1% | $3,169-36.3% |
| Admin fee / account holder | $13 | $468-97.3% | $5,417-99.8% | $479-97.4% |