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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,578 |
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 | $141,611 | $72,770+94.6% | $67,652+109.3% | $55,191+156.6% |
| Participation rate | 90.5% | 78.8%+11.8pp | 75.7%+14.9pp | 69.2%+21.4pp |
| Annual return | 6.11% | -3.26%+9.4pp | 6625.40%-6619.3pp | 10.78%-4.7pp |
| Employer contribution / active EE | $3,145 | $1,769+77.7% | $2,266+38.8% | $1,899+65.6% |
| Participant deferral / active EE | $8,590 | $3,408+152.1% | $3,560+141.3% | $3,046+182.0% |
| Admin fee / account holder | $15 | $79-80.7% | $4,821-99.7% | $91-83.3% |