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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $3,463 |
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 | $117,965 | $36,916+219.5% | $156,551-24.6% | $57,658+104.6% |
| Participation rate | 93.1% | 63.4%+29.6pp | 84.0%+9.1pp | 70.2%+22.8pp |
| Annual return | 9.04% | 12.38%-3.3pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $5,935 | $1,571+277.9% | $5,501+7.9% | $1,974+200.7% |
| Participant deferral / active EE | $4,173 | $1,926+116.7% | $4,871-14.3% | $3,061+36.3% |
| Admin fee / account holder | $14 | $82-83.3% | $13,028-99.9% | $95-85.4% |