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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,046 | $53,204-73.6% | $155,556-91.0% | $200,096-93.0% |
| Participation rate | 37.6% | 64.1%-26.5pp | 78.2%-40.6pp | 72.0%-34.4pp |
| Annual return | 18.74% | 41.02%-22.3pp | 64.84%-46.1pp | 34.26%-15.5pp |
| Employer contribution / active EE | $10 | $1,850-99.5% | $4,675-99.8% | $3,038-99.7% |
| Participant deferral / active EE | $1,459 | $3,163-53.9% | $5,631-74.1% | $5,090-71.3% |
| Admin fee / account holder | $15 | $186-92.0% | $15,885-99.9% | $269-94.5% |