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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $544 |
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 | $121,119 | $80,753+50.0% | $136,298-11.1% | $62,293+94.4% |
| Participation rate | 85.2% | 73.5%+11.7pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 17.76% | 35.83%-18.1pp | 5156.27%-5138.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,086 | $2,884-27.7% | $4,696-55.6% | $2,042+2.2% |
| Participant deferral / active EE | $7,754 | $5,164+50.1% | $6,247+24.1% | $3,169+144.7% |
| Admin fee / account holder | $5 | $525-99.1% | $9,244-99.9% | $479-99.0% |