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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Securities ... | $144,201 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,776 | $31,741-50.3% | $56,077-71.9% | $199,921-92.1% |
| Participation rate | 93.1% | 32.3%+60.7pp | 52.5%+40.6pp | 72.0%+21.1pp |
| Annual return | 12.40% | 14.72%-2.3pp | 1709.28%-1696.9pp | 34.28%-21.9pp |
| Employer contribution / active EE | $1,708 | $508+236.5% | $1,040+64.2% | $3,035-43.7% |
| Participant deferral / active EE | $2,486 | $1,184+110.0% | $1,954+27.2% | $5,089-51.1% |
| Admin fee / account holder | $89 | $426-79.0% | $2,825-96.8% | $269-66.8% |