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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 49 · EIN 31-1560462 | Other Services | $5,029 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,543 | $98,727-62.0% | $113,168-66.8% | $85,563-56.1% |
| Participation rate | 92.0% | 80.8%+11.2pp | 76.6%+15.4pp | 66.0%+26.0pp |
| Annual return | 14.37% | 17.43%-3.1pp | 24.27%-9.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $655 | $2,907-77.5% | $2,975-78.0% | $2,654-75.3% |
| Participant deferral / active EE | $2,989 | $5,424-44.9% | $5,107-41.5% | $4,375-31.7% |
| Admin fee / account holder | $101 | $357-71.7% | $12,068-99.2% | $834-87.9% |