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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,965 |
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 | $52,972 | $61,616-14.0% | $105,754-49.9% | $55,167-4.0% |
| Participation rate | 47.6% | 72.9%-25.3pp | 78.9%-31.3pp | 69.0%-21.4pp |
| Annual return | 1.28% | 11.15%-9.9pp | 12.25%-11.0pp | 169.23%-167.9pp |
| Employer contribution / active EE | $1,442 | $3,043-52.6% | $4,079-64.7% | $1,963-26.5% |
| Participant deferral / active EE | $2,852 | $4,213-32.3% | $5,326-46.4% | $3,054-6.6% |
| Admin fee / account holder | $47 | $379-87.7% | $8,309-99.4% | $504-90.8% |