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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,020 |
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 | $103,485 | $75,183+37.6% | $123,894-16.5% | $55,167+87.6% |
| Participation rate | 90.8% | 72.8%+18.0pp | 81.4%+9.4pp | 69.0%+21.8pp |
| Annual return | 8.86% | 19.01%-10.1pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,181 | $2,823+12.7% | $4,617-31.1% | $1,963+62.1% |
| Participant deferral / active EE | $8,751 | $5,084+72.1% | $5,984+46.2% | $3,054+186.5% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |