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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $21,920 | $55,449-60.5% | $83,831-73.9% | $56,289-61.1% |
| Participation rate | 40.6% | 68.0%-27.4pp | 76.1%-35.5pp | 69.9%-29.2pp |
| Annual return | -4.09% | -1.38%-2.7pp | 850.99%-855.1pp | -9.96%+5.9pp |
| Employer contribution / active EE | $725 | $2,430-70.2% | $3,631-80.0% | $2,111-65.7% |
| Participant deferral / active EE | $884 | $2,935-69.9% | $4,082-78.3% | $3,350-73.6% |
| Admin fee / account holder | $17 | $656-97.4% | $5,479-99.7% | $521-96.8% |