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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $97,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,957 | $104,631-48.4% | $98,439-45.2% | $80,160-32.7% |
| Participation rate | 55.6% | 87.5%-32.0pp | 75.2%-19.6pp | 72.9%-17.4pp |
| Annual return | 17.86% | 34.72%-16.9pp | 21.16%-3.3pp | 40.38%-22.5pp |
| Employer contribution / active EE | $1,453 | $4,517-67.8% | $3,048-52.3% | $2,978-51.2% |
| Participant deferral / active EE | $2,622 | $6,545-59.9% | $4,738-44.6% | $5,017-47.7% |
| Admin fee / account holder | $112 | $105+6.9% | $8,948-98.7% | $145-22.7% |