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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,787 | $44,960+4.1% | $84,966-44.9% | $74,495-37.2% |
| Participation rate | 46.1% | 49.4%-3.3pp | 67.5%-21.4pp | 67.2%-21.1pp |
| Annual return | 13.97% | 26.24%-12.3pp | 66.38%-52.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $203 | $1,457-86.1% | $2,727-92.6% | $2,623-92.3% |
| Participant deferral / active EE | $1,276 | $2,731-53.3% | $4,519-71.8% | $4,346-70.6% |
| Admin fee / account holder | $161 | $2,209-92.7% | $6,149-97.4% | $1,942-91.7% |