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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,422 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,057 | $78,485-77.0% | $106,213-83.0% | $74,495-75.8% |
| Participation rate | 91.9% | 72.8%+19.1pp | 75.3%+16.6pp | 67.2%+24.7pp |
| Annual return | 10.12% | 15.95%-5.8pp | 116.14%-106.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,090 | $2,523-56.8% | $3,171-65.6% | $2,623-58.5% |
| Participant deferral / active EE | $2,692 | $4,322-37.7% | $5,016-46.3% | $4,346-38.1% |
| Admin fee / account holder | $88 | $2,232-96.1% | $11,033-99.2% | $1,942-95.5% |