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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,870 |
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 | $68,093 | $55,453+22.8% | $170,435-60.0% | $62,293+9.3% |
| Participation rate | 34.6% | 66.4%-31.8pp | 83.6%-49.0pp | 69.5%-34.9pp |
| Annual return | 14.02% | 21.38%-7.4pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $250 | $2,164-88.4% | $5,432-95.4% | $2,042-87.7% |
| Participant deferral / active EE | $1,422 | $2,303-38.3% | $4,939-71.2% | $3,169-55.1% |
| Admin fee / account holder | $41 | $455-91.0% | $13,881-99.7% | $479-91.4% |