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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,149 | $71,957+1.7% | $67,652+8.1% | $59,188+23.6% |
| Participation rate | 59.8% | 82.7%-22.9pp | 75.7%-15.9pp | 69.4%-9.6pp |
| Annual return | 15.44% | 8.53%+6.9pp | 6625.04%-6609.6pp | 5.51%+9.9pp |
| Employer contribution / active EE | $1,423 | $2,432-41.5% | $2,266-37.2% | $2,098-32.2% |
| Participant deferral / active EE | $1,469 | $4,211-65.1% | $3,560-58.7% | $3,265-55.0% |
| Admin fee / account holder | $11 | $64-83.5% | $4,821-99.8% | $92-88.5% |