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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,940 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,406 | $106,110+2.2% | $147,005-26.3% | $77,671+39.6% |
| Participation rate | 63.4% | 78.4%-15.0pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 13.84% | 56.77%-42.9pp | 418.76%-404.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $798 | $4,065-80.4% | $4,934-83.8% | $2,726-70.7% |
| Participant deferral / active EE | $5,616 | $7,992-29.7% | $8,070-30.4% | $4,648+20.8% |
| Admin fee / account holder | $87 | $338-74.3% | $13,006-99.3% | $430-79.8% |