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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,568 |
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.
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 | $16,342 | $47,977-65.9% | $154,111-89.4% | $56,287-71.0% |
| Participation rate | 53.0% | 66.2%-13.2pp | 83.0%-30.1pp | 69.9%-16.9pp |
| Annual return | -7.76% | 3.54%-11.3pp | 735.18%-742.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $696 | $2,169-67.9% | $5,298-86.9% | $2,111-67.0% |
| Participant deferral / active EE | $1,285 | $2,392-46.3% | $5,081-74.7% | $3,350-61.6% |
| Admin fee / account holder | $27 | $438-93.9% | $13,411-99.8% | $521-94.9% |