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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $16,546 |
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $5,773 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,739 | $49,471-7.5% | $79,583-42.5% | $66,949-31.7% |
| Participation rate | 26.3% | 61.4%-35.1pp | 69.5%-43.2pp | 69.8%-43.6pp |
| Annual return | -15.82% | 84.30%-100.1pp | 0.16%-16.0pp | 1.57%-17.4pp |
| Employer contribution / active EE | $188 | $1,266-85.1% | $2,414-92.2% | $2,545-92.6% |
| Participant deferral / active EE | $1,637 | $3,160-48.2% | $3,986-58.9% | $4,239-61.4% |
| Admin fee / account holder | $375 | $595-37.0% | $6,835-94.5% | $594-36.9% |