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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 | $106,264+2.0% | $147,117-26.3% | $77,762+39.4% |
| Participation rate | 63.4% | 78.4%-15.1pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 13.84% | 56.94%-43.1pp | 420.54%-406.7pp | 31.27%-17.4pp |
| Employer contribution / active EE | $798 | $4,074-80.4% | $4,932-83.8% | $2,728-70.8% |
| Participant deferral / active EE | $5,616 | $8,003-29.8% | $8,065-30.4% | $4,651+20.8% |
| Admin fee / account holder | $87 | $334-74.0% | $12,993-99.3% | $433-80.0% |