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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 45-0404698 | Recordkeeping | $9,856 |
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 | $31,340 | $45,312-30.8% | $86,233-63.7% | $67,986-53.9% |
| Participation rate | 94.4% | 42.4%+52.0pp | 69.0%+25.4pp | 57.2%+37.2pp |
| Annual return | 32.60% | 24.79%+7.8pp | 61.39%-28.8pp | 31.67%+0.9pp |
| Employer contribution / active EE | $2,255 | $1,160+94.5% | $2,504-10.0% | $2,019+11.7% |
| Participant deferral / active EE | $5,616 | $2,185+157.1% | $4,559+23.2% | $3,358+67.2% |
| Admin fee / account holder | $50 | $3,295-98.5% | $8,342-99.4% | $3,203-98.4% |