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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,515 | $37,044+1.3% | $71,796-47.7% | $57,658-34.9% |
| Participation rate | 43.8% | 61.1%-17.3pp | 69.1%-25.3pp | 70.2%-26.4pp |
| Annual return | 5.04% | 12.64%-7.6pp | 78.04%-73.0pp | 5.13%-0.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,284 | $1,974+15.7% | $2,794-18.3% | $3,061-25.4% |
| Admin fee / account holder | $22 | $101-78.6% | $4,815-99.6% | $95-77.1% |