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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,878 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,647 | $54,763+23.5% | $90,324-25.1% | $72,976-7.3% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 22.29% | 30.63%-8.3pp | 78.15%-55.9pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,621 | $2,093-22.6% | $2,856-43.2% | $2,440-33.6% |
| Participant deferral / active EE | $6,570 | $2,887+127.6% | $3,885+69.1% | $3,608+82.1% |
| Admin fee / account holder | $133 | $3,973-96.7% | $5,356-97.5% | $5,124-97.4% |