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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,933 |
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 | $115,264 | $55,453+107.9% | $170,435-32.4% | $62,293+85.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.35% | 21.38%-4.0pp | 205.94%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $5,404 | $2,164+149.8% | $5,432-0.5% | $2,042+164.6% |
| Participant deferral / active EE | $5,005 | $2,303+117.4% | $4,939+1.3% | $3,169+57.9% |
| Admin fee / account holder | $66 | $455-85.4% | $13,881-99.5% | $479-86.2% |