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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $91,315 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,596 | $57,435-62.4% | $105,218-79.5% | $55,191-60.9% |
| Participation rate | 91.0% | 71.3%+19.6pp | 77.2%+13.8pp | 69.2%+21.8pp |
| Annual return | 0.71% | 2.97%-2.3pp | 5.33%-4.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,714 | $1,920-10.7% | $3,255-47.4% | $1,899-9.7% |
| Participant deferral / active EE | $2,366 | $3,495-32.3% | $4,867-51.4% | $3,046-22.3% |
| Admin fee / account holder | $78 | $70+11.5% | $6,992-98.9% | $91-13.6% |