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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,088 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,427 | $46,360+21.7% | $147,617-61.8% | $52,331+7.8% |
| Participation rate | 35.1% | 64.9%-29.9pp | 84.6%-49.5pp | 68.1%-33.0pp |
| Annual return | -1.98% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $233 | $2,126-89.0% | $5,564-95.8% | $1,882-87.6% |
| Participant deferral / active EE | $1,358 | $2,258-39.8% | $4,895-72.3% | $3,022-55.1% |
| Admin fee / account holder | $46 | $766-94.0% | $11,612-99.6% | $592-92.2% |