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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 | $106,247+2.0% | $147,096-26.3% | $77,714+39.5% |
| Participation rate | 63.4% | 78.4%-15.0pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 13.84% | 56.87%-43.0pp | 419.75%-405.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $798 | $4,069-80.4% | $4,936-83.8% | $2,727-70.7% |
| Participant deferral / active EE | $5,616 | $7,996-29.8% | $8,071-30.4% | $4,649+20.8% |
| Admin fee / account holder | $87 | $338-74.3% | $13,005-99.3% | $433-80.0% |