Filed May 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,105 |
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 | $15,430 | $73,867-79.1% | $143,757-89.3% | $68,494-77.5% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -14.21% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,059 | $3,184-35.3% | $4,951-58.4% | $2,596-20.7% |
| Participant deferral / active EE | $1,490 | $3,384-56.0% | $5,637-73.6% | $4,027-63.0% |
| Admin fee / account holder | $76 | $5,755-98.7% | $14,673-99.5% | $5,403-98.6% |