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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,095 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $86,655-63.6% | $119,608-73.6% | $66,930-52.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.80% | -8.00%-9.8pp | -14.98%-2.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $8,643 | $2,536+240.8% | $4,232+104.2% | $2,545+239.6% |
| Participant deferral / active EE | $6,100 | $4,358+40.0% | $5,601+8.9% | $4,238+43.9% |
| Admin fee / account holder | $62 | $755-91.8% | $10,326-99.4% | $593-89.6% |