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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,644 | $66,601-81.0% | $92,909-86.4% | $67,579-81.3% |
| Participation rate | 80.9% | 72.5%+8.4pp | 76.0%+4.9pp | 71.3%+9.6pp |
| Annual return | 18.73% | 92.58%-73.8pp | 109.44%-90.7pp | 378.56%-359.8pp |
| Employer contribution / active EE | $555 | $2,775-80.0% | $3,653-84.8% | $2,148-74.2% |
| Participant deferral / active EE | $2,137 | $3,157-32.3% | $4,238-49.6% | $3,539-39.6% |
| Admin fee / account holder | $47 | $199-76.5% | $5,795-99.2% | $142-67.2% |