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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,296 |
Filed as: COMYNS, SMITH, MCCLEARY&DEAVER LLP Service code 10 · EIN 68-0307221 | Accounting | $5,000 |
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.
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 | $24,379 | $20,316+20.0% | $66,042-63.1% | $74,304-67.2% |
| Participation rate | 45.5% | 62.8%-17.3pp | 67.5%-22.1pp | 60.3%-14.9pp |
| Annual return | 14.76% | 28.10%-13.3pp | 52.11%-37.4pp | 29.43%-14.7pp |
| Employer contribution / active EE | $617 | $745-17.1% | $1,579-60.9% | $2,241-72.4% |
| Participant deferral / active EE | $1,239 | $1,615-23.3% | $2,835-56.3% | $3,767-67.1% |
| Admin fee / account holder | $215 | $1,668-87.1% | $5,747-96.3% | $2,969-92.8% |