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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,476 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,896 | $58,347-77.9% | $85,709-85.0% | $86,821-85.1% |
| Participation rate | 93.0% | 64.9%+28.1pp | 69.9%+23.1pp | 72.3%+20.7pp |
| Annual return | 16.00% | 18.43%-2.4pp | 21.49%-5.5pp | 97.94%-81.9pp |
| Employer contribution / active EE | $203 | $1,751-88.4% | $2,619-92.2% | $2,406-91.5% |
| Participant deferral / active EE | $1,740 | $3,065-43.2% | $3,924-55.6% | $4,132-57.9% |
| Admin fee / account holder | $72 | $147-50.8% | $6,876-98.9% | $170-57.3% |