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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,694 | $39,245+3.7% | $64,105-36.5% | $52,331-22.2% |
| Participation rate | 54.0% | 58.2%-4.2pp | 68.2%-14.2pp | 68.1%-14.1pp |
| Annual return | -2.53% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,702 | $1,992-14.5% | $2,822-39.7% | $3,022-43.7% |
| Admin fee / account holder | $28 | $592-95.3% | $4,499-99.4% | $592-95.3% |