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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,475 |
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.
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.
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 | $25,676 | $43,550-41.0% | $63,244-59.4% | $52,331-50.9% |
| Participation rate | 57.2% | 65.7%-8.5pp | 71.0%-13.8pp | 68.1%-10.9pp |
| Annual return | -3.94% | 2.03%-6.0pp | -70.31%+66.4pp | 4.54%-8.5pp |
| Employer contribution / active EE | $457 | $1,351-66.2% | $2,322-80.3% | $1,882-75.7% |
| Participant deferral / active EE | $937 | $2,254-58.4% | $2,953-68.3% | $3,022-69.0% |
| Admin fee / account holder | $16 | $387-95.9% | $5,893-99.7% | $592-97.3% |