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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,560 |
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 | $28,625 | $60,165-52.4% | $74,184-61.4% | $55,167-48.1% |
| Participation rate | 91.5% | 74.2%+17.3pp | 76.6%+14.8pp | 69.0%+22.5pp |
| Annual return | 13.42% | 10.00%+3.4pp | 17.74%-4.3pp | 169.23%-155.8pp |
| Employer contribution / active EE | $1,274 | $1,600-20.3% | $2,370-46.2% | $1,963-35.1% |
| Participant deferral / active EE | $2,782 | $2,973-6.4% | $3,550-21.6% | $3,054-8.9% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.2% |