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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,760 |
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 | $90,107+54.7% | $182,262-23.5% | $69,733+99.8% |
| Participation rate | 96.1% | 64.8%+31.2pp | 84.2%+11.8pp | 62.5%+33.6pp |
| Annual return | 13.81% | 95.58%-81.8pp | 140.60%-126.8pp | 15.22%-1.4pp |
| Employer contribution / active EE | $9,281 | $3,043+205.0% | $5,046+83.9% | $2,250+312.4% |
| Participant deferral / active EE | $11,108 | $5,135+116.3% | $8,276+34.2% | $3,054+263.7% |
| Admin fee / account holder | $15 | $3,377-99.6% | $16,712-99.9% | $3,102-99.5% |