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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,485 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,227 | $50,464-2.5% | $75,784-35.0% | $52,331-5.9% |
| Participation rate | 29.8% | 66.8%-36.9pp | 75.8%-46.0pp | 68.1%-38.3pp |
| Annual return | -0.75% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $63 | $1,988-96.9% | $3,323-98.1% | $1,882-96.7% |
| Participant deferral / active EE | $1,108 | $2,570-56.9% | $3,652-69.7% | $3,022-63.3% |
| Admin fee / account holder | $23 | $1,103-98.0% | $5,300-99.6% | $592-96.2% |