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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $108,776 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,844 | $112,623-45.1% | $106,213-41.8% | $199,593-69.0% |
| Participation rate | 54.9% | 86.2%-31.4pp | 75.3%-20.4pp | 72.0%-17.1pp |
| Annual return | 14.24% | 15.57%-1.3pp | 116.14%-101.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $1,442 | $4,575-68.5% | $3,171-54.5% | $3,034-52.5% |
| Participant deferral / active EE | $2,651 | $6,659-60.2% | $5,016-47.1% | $5,087-47.9% |
| Admin fee / account holder | $119 | $107+11.4% | $11,033-98.9% | $269-55.7% |