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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 | $48,050-34.8% | $96,754-67.6% | $64,340-51.3% |
| Participation rate | 94.4% | 40.6%+53.9pp | 70.3%+24.2pp | 55.2%+39.2pp |
| Annual return | 32.60% | 23.41%+9.2pp | 82.04%-49.4pp | 24.14%+8.5pp |
| Employer contribution / active EE | $2,255 | $1,204+87.3% | $2,679-15.8% | $1,862+21.1% |
| Participant deferral / active EE | $5,616 | $2,191+156.3% | $4,758+18.0% | $2,980+88.4% |
| Admin fee / account holder | $50 | $3,741-98.7% | $8,905-99.4% | $3,703-98.7% |