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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $463,702 |
Filed as: COMPERIO RET. CONSULTING Service code 27 · EIN 20-4798483 | Advisory (Plan) | $43,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,044-100.0% | $82,706-100.0% | $78,044-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 72.6%-72.6pp | 74.4%-74.4pp |
| Annual return | 9.83% | 10.87%-1.0pp | 701.76%-691.9pp | 10.87%-1.0pp |
| Employer contribution / active EE | $2,174 | $3,125-30.4% | $3,007-27.7% | $3,125-30.4% |
| Participant deferral / active EE | $3,235 | $5,084-36.4% | $4,394-26.4% | $5,084-36.4% |
| Admin fee / account holder | $0 | $79-100.0% | $5,329-100.0% | $79-100.0% |