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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,895 | $49,451-59.8% | $79,580-75.0% | $66,938-70.3% |
| Participation rate | 44.9% | 61.3%-16.4pp | 69.5%-24.6pp | 69.8%-24.9pp |
| Annual return | -17.24% | 84.25%-101.5pp | 0.15%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $418 | $1,266-67.0% | $2,413-82.7% | $2,545-83.6% |
| Participant deferral / active EE | $1,917 | $3,159-39.3% | $3,985-51.9% | $4,238-54.8% |
| Admin fee / account holder | $14 | $595-97.7% | $6,835-99.8% | $594-97.7% |