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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $72,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,968 | $110,282-59.2% | $102,434-56.1% | $199,960-77.5% |
| Participation rate | 70.4% | 86.3%-15.9pp | 76.5%-6.1pp | 72.0%-1.6pp |
| Annual return | 15.17% | 35.75%-20.6pp | 29.46%-14.3pp | 34.28%-19.1pp |
| Employer contribution / active EE | $1,357 | $3,603-62.3% | $3,023-55.1% | $3,036-55.3% |
| Participant deferral / active EE | $3,803 | $6,376-40.4% | $5,055-24.8% | $5,087-25.2% |
| Admin fee / account holder | $50 | $122-59.4% | $9,462-99.5% | $269-81.6% |