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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: CAP FINANCIAL Service code 26 · EIN 26-0058143 | Advisory (Participants) | $113,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $89,797 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,566 | $110,282-25.1% | $102,434-19.4% | $199,960-58.7% |
| Participation rate | 63.9% | 86.3%-22.4pp | 76.5%-12.6pp | 72.0%-8.1pp |
| Annual return | 150.77% | 35.75%+115.0pp | 29.46%+121.3pp | 34.28%+116.5pp |
| Employer contribution / active EE | $3,000 | $3,603-16.8% | $3,023-0.8% | $3,036-1.2% |
| Participant deferral / active EE | $3,457 | $6,376-45.8% | $5,055-31.6% | $5,087-32.0% |
| Admin fee / account holder | $143 | $122+16.6% | $9,462-98.5% | $269-47.0% |