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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $4,622 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $36,569 | $72,620-49.6% | $90,756-59.7% | $66,930-45.4% |
| Participation rate | 97.7% | 73.7%+24.0pp | 75.7%+22.0pp | 69.8%+27.9pp |
| Annual return | -19.12% | -12.28%-6.8pp | -12.16%-7.0pp | 1.57%-20.7pp |
| Employer contribution / active EE | $2,031 | $2,369-14.3% | $2,922-30.5% | $2,545-20.2% |
| Participant deferral / active EE | $1,750 | $3,979-56.0% | $4,565-61.7% | $4,238-58.7% |
| Admin fee / account holder | $24 | $707-96.6% | $8,445-99.7% | $593-96.0% |