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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,455 |
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.
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 | $54,059 | $47,977+12.7% | $154,108-64.9% | $56,289-4.0% |
| Participation rate | 41.2% | 66.2%-25.0pp | 83.0%-41.9pp | 69.9%-28.7pp |
| Annual return | -3.67% | 3.54%-7.2pp | 735.21%-738.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $252 | $2,169-88.4% | $5,298-95.2% | $2,111-88.1% |
| Participant deferral / active EE | $1,503 | $2,392-37.2% | $5,081-70.4% | $3,350-55.1% |
| Admin fee / account holder | $44 | $438-89.9% | $13,411-99.7% | $521-91.5% |