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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,160 |
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 | $52,682 | $58,726-10.3% | $92,240-42.9% | $62,293-15.4% |
| Participation rate | 38.7% | 68.3%-29.6pp | 76.5%-37.8pp | 69.5%-30.8pp |
| Annual return | 15.58% | 43.62%-28.0pp | 176.29%-160.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $123 | $2,392-94.9% | $3,680-96.7% | $2,042-94.0% |
| Participant deferral / active EE | $1,611 | $2,766-41.7% | $3,897-58.7% | $3,169-49.2% |
| Admin fee / account holder | $37 | $556-93.3% | $5,194-99.3% | $479-92.2% |