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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,065 |
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.
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 | $60,593 | $46,732+29.7% | $156,551-61.3% | $55,167+9.8% |
| Participation rate | 35.5% | 65.8%-30.3pp | 84.0%-48.5pp | 69.0%-33.5pp |
| Annual return | 8.94% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $254 | $2,105-88.0% | $5,501-95.4% | $1,963-87.1% |
| Participant deferral / active EE | $1,403 | $2,204-36.4% | $4,871-71.2% | $3,054-54.1% |
| Admin fee / account holder | $46 | $418-88.9% | $13,028-99.6% | $504-90.8% |