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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,295 |
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 | $31,183 | $57,108-45.4% | $94,229-66.9% | $52,331-40.4% |
| Participation rate | 89.5% | 72.9%+16.5pp | 78.8%+10.7pp | 68.1%+21.4pp |
| Annual return | 2.57% | 1.47%+1.1pp | 10.68%-8.1pp | 4.54%-2.0pp |
| Employer contribution / active EE | $1,540 | $1,735-11.3% | $3,587-57.1% | $1,882-18.2% |
| Participant deferral / active EE | $4,266 | $3,040+40.3% | $4,320-1.3% | $3,022+41.2% |
| Admin fee / account holder | $7 | $546-98.7% | $6,269-99.9% | $592-98.8% |