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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,085 |
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 | $30,211 | $63,924-52.7% | $108,582-72.2% | $55,167-45.2% |
| Participation rate | 91.5% | 74.3%+17.1pp | 79.6%+11.9pp | 69.0%+22.5pp |
| Annual return | 6.32% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,469 | $1,879-21.8% | $3,758-60.9% | $1,963-25.1% |
| Participant deferral / active EE | $4,056 | $3,067+32.3% | $4,311-5.9% | $3,054+32.8% |
| Admin fee / account holder | $7 | $618-98.8% | $7,645-99.9% | $504-98.5% |