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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $2,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,397 | $65,118-45.6% | $76,768-53.9% | $55,725-36.5% |
| Participation rate | 31.9% | 79.6%-47.7pp | 77.0%-45.0pp | 70.9%-38.9pp |
| Annual return | 6.75% | -1.27%+8.0pp | 2.43%+4.3pp | 244.93%-238.2pp |
| Employer contribution / active EE | $932 | $1,941-52.0% | $2,485-62.5% | $2,078-55.2% |
| Participant deferral / active EE | $919 | $3,688-75.1% | $3,852-76.2% | $3,356-72.6% |
| Admin fee / account holder | $27 | $116-76.5% | $6,675-99.6% | $115-76.4% |