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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,595 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,797 | $60,349-24.1% | $74,184-38.3% | $62,881-27.2% |
| Participation rate | 79.0% | 72.7%+6.3pp | 76.6%+2.4pp | 69.3%+9.7pp |
| Annual return | 3.75% | 21.38%-17.6pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,396 | $2,856+18.9% | $3,550-4.3% | $3,203+6.0% |
| Admin fee / account holder | $100 | $4,261-97.7% | $5,586-98.2% | $4,296-97.7% |