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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,675 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,648 | $64,119-55.3% | $112,228-74.5% | $66,914-57.2% |
| Participation rate | 47.7% | 68.5%-20.8pp | 75.1%-27.4pp | 69.8%-22.1pp |
| Annual return | -17.36% | -13.81%-3.6pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $686 | $3,005-77.2% | $3,635-81.1% | $2,544-73.1% |
| Participant deferral / active EE | $3,744 | $3,693+1.4% | $4,728-20.8% | $4,237-11.6% |
| Admin fee / account holder | $133 | $625-78.8% | $6,410-97.9% | $593-77.7% |