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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,611 | $59,231-38.2% | $90,223-59.4% | $52,331-30.0% |
| Participation rate | 47.8% | 75.0%-27.2pp | 79.0%-31.2pp | 68.1%-20.3pp |
| Annual return | -4.41% | 3.53%-7.9pp | 1.31%-5.7pp | 4.54%-9.0pp |
| Employer contribution / active EE | $2,227 | $3,391-34.3% | $4,378-49.1% | $1,882+18.4% |
| Participant deferral / active EE | $5,790 | $4,659+24.3% | $5,7920% | $3,022+91.6% |
| Admin fee / account holder | $17 | $515-96.7% | $7,406-99.8% | $592-97.1% |