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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,159 | $52,467+12.8% | $57,196+3.4% | $55,167+7.2% |
| Participation rate | 95.9% | 75.8%+20.0pp | 75.3%+20.5pp | 69.0%+26.9pp |
| Annual return | -2.31% | 7.72%-10.0pp | 14.59%-16.9pp | 169.23%-171.5pp |
| Employer contribution / active EE | $1,556 | $2,477-37.2% | $2,683-42.0% | $1,963-20.7% |
| Participant deferral / active EE | $4,887 | $2,830+72.7% | $3,096+57.8% | $3,054+60.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |