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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
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 | $105,547 | $71,873+46.9% | $86,698+21.7% | $68,490+54.1% |
| Participation rate | 78.5% | 72.2%+6.2pp | 76.6%+1.9pp | 67.9%+10.6pp |
| Annual return | -17.09% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,650 | $2,173-24.1% | $2,837-41.8% | $2,597-36.4% |
| Participant deferral / active EE | $4,732 | $3,779+25.2% | $4,656+1.6% | $4,028+17.5% |
| Admin fee / account holder | $15 | $6,110-99.8% | $7,492-99.8% | $5,403-99.7% |