Filed June 23, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,163 |
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 | $63,603 | $65,223-2.5% | $80,022-20.5% | $55,725+14.1% |
| Participation rate | 60.6% | 80.6%-19.9pp | 75.8%-15.2pp | 70.9%-10.2pp |
| Annual return | -8.54% | 7.59%-16.1pp | 11.22%-19.8pp | 244.93%-253.5pp |
| Employer contribution / active EE | $856 | $2,544-66.3% | $2,468-65.3% | $2,078-58.8% |
| Participant deferral / active EE | $1,948 | $3,881-49.8% | $3,686-47.2% | $3,356-42.0% |
| Admin fee / account holder | $31 | $114-73.2% | $6,521-99.5% | $115-73.5% |