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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,760 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,354 | $88,360+57.7% | $145,433-4.2% | $67,986+105.0% |
| Participation rate | 96.1% | 65.5%+30.6pp | 82.1%+13.9pp | 57.2%+38.8pp |
| Annual return | 13.81% | 63.15%-49.3pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $9,281 | $3,054+203.9% | $4,554+103.8% | $2,019+359.8% |
| Participant deferral / active EE | $11,108 | $5,932+87.2% | $7,897+40.6% | $3,358+230.8% |
| Admin fee / account holder | $15 | $3,313-99.6% | $13,129-99.9% | $3,203-99.5% |