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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,340 |
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 | $75,048 | $60,795+23.4% | $69,464+8.0% | $65,185+15.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 5.48% | 17.46%-12.0pp | 28.98%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $1,923 | $2,452-21.6% | $2,779-30.8% | $2,177-11.7% |
| Participant deferral / active EE | $4,666 | $3,162+47.6% | $3,536+32.0% | $3,514+32.8% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |