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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,545 |
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 | $123,682 | $101,591+21.7% | $147,096-15.9% | $74,429+66.2% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 18.15% | 8746.45%-8728.3pp | 419.75%-401.6pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $8,493 | $3,813+122.8% | $4,936+72.1% | $2,625+223.6% |
| Participant deferral / active EE | $9,869 | $7,302+35.1% | $8,071+22.3% | $4,348+127.0% |
| Admin fee / account holder | $5 | $1,750-99.7% | $13,005-100.0% | $1,944-99.8% |