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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,945 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,627 | $73,638-84.2% | $95,960-87.9% | $73,493-84.2% |
| Participation rate | 94.8% | 76.2%+18.6pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 15.36% | 16.78%-1.4pp | 91.63%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $908 | $1,863-51.3% | $2,541-64.3% | $2,270-60.0% |
| Participant deferral / active EE | $1,430 | $3,617-60.5% | $4,167-65.7% | $3,740-61.8% |
| Admin fee / account holder | $13 | $482-97.2% | $6,797-99.8% | $513-97.4% |