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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,522 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,716 | $106,230-57.0% | $147,080-68.9% | $77,736-41.2% |
| Participation rate | 72.8% | 78.4%-5.6pp | 82.2%-9.4pp | 70.6%+2.2pp |
| Annual return | 33.83% | 56.91%-23.1pp | 420.17%-386.3pp | 31.26%+2.6pp |
| Employer contribution / active EE | $995 | $4,072-75.6% | $4,933-79.8% | $2,728-63.5% |
| Participant deferral / active EE | $3,179 | $8,001-60.3% | $8,066-60.6% | $4,651-31.6% |
| Admin fee / account holder | $71 | $338-79.1% | $12,989-99.5% | $433-83.7% |