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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,039 | $66,124-60.6% | $90,461-71.2% | $73,497-64.6% |
| Participation rate | 29.9% | 69.7%-39.7pp | 72.7%-42.8pp | 70.7%-40.7pp |
| Annual return | 15.13% | 17.65%-2.5pp | 1294.76%-1279.6pp | 28.51%-13.4pp |
| Employer contribution / active EE | $414 | $2,346-82.4% | $3,264-87.3% | $2,270-81.8% |
| Participant deferral / active EE | $1,145 | $3,039-62.3% | $3,964-71.1% | $3,740-69.4% |
| Admin fee / account holder | $134 | $396-66.2% | $5,617-97.6% | $513-73.9% |