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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 | $75,058+85.7% | $152,301-8.5% | $64,340+116.6% |
| Participation rate | 96.1% | 60.9%+35.2pp | 82.4%+13.6pp | 55.2%+40.8pp |
| Annual return | 13.81% | 29.93%-16.1pp | 80.50%-66.7pp | 24.14%-10.3pp |
| Employer contribution / active EE | $9,281 | $2,605+256.3% | $4,624+100.7% | $1,862+398.5% |
| Participant deferral / active EE | $11,108 | $5,041+120.3% | $8,004+38.8% | $2,980+272.7% |
| Admin fee / account holder | $15 | $4,050-99.6% | $14,398-99.9% | $3,703-99.6% |