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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,043 |
Service code 10 2529 FOOTHILL BLVD · LA CRESCENTA, CA 91214 | Accounting | $8,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,926 | $72,620-75.3% | $90,756-80.2% | $66,930-73.2% |
| Participation rate | 33.6% | 73.7%-40.1pp | 75.7%-42.1pp | 69.8%-36.2pp |
| Annual return | -16.20% | -12.28%-3.9pp | -12.16%-4.0pp | 1.57%-17.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $733 | $3,979-81.6% | $4,565-83.9% | $4,238-82.7% |
| Admin fee / account holder | $196 | $707-72.3% | $8,445-97.7% | $593-67.0% |