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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,028 | $44,221-59.2% | $121,220-85.1% | $56,287-68.0% |
| Participation rate | 22.2% | 61.1%-38.8pp | 71.8%-49.5pp | 69.9%-47.6pp |
| Annual return | -2.09% | -3.58%+1.5pp | 16.94%-19.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $482 | $2,521-80.9% | $3,345-85.6% | $3,350-85.6% |
| Admin fee / account holder | $17 | $480-96.5% | $5,021-99.7% | $521-96.8% |