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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,638 |
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 | $15,098 | $42,396-64.4% | $67,313-77.6% | $56,287-73.2% |
| Participation rate | 70.8% | 61.0%+9.9pp | 69.1%+1.8pp | 69.9%+1.0pp |
| Annual return | -7.57% | -36.63%+29.1pp | -4.08%-3.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $504 | $1,414-64.3% | $2,566-80.3% | $2,111-76.1% |
| Participant deferral / active EE | $2,477 | $2,360+5.0% | $3,568-30.6% | $3,350-26.0% |
| Admin fee / account holder | $86 | $510-83.1% | $4,507-98.1% | $521-83.5% |