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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,295 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,264 | $49,451-4.4% | $79,550-40.6% | $66,914-29.4% |
| Participation rate | 33.0% | 61.3%-28.4pp | 69.5%-36.5pp | 69.8%-36.8pp |
| Annual return | -19.34% | 84.25%-103.6pp | 0.16%-19.5pp | 1.58%-20.9pp |
| Employer contribution / active EE | $656 | $1,266-48.2% | $2,413-72.8% | $2,544-74.2% |
| Participant deferral / active EE | $2,082 | $3,159-34.1% | $3,985-47.7% | $4,237-50.9% |
| Admin fee / account holder | $35 | $595-94.1% | $6,832-99.5% | $593-94.0% |