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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $23,354 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,680 | $58,311-52.5% | $81,882-66.2% | $80,959-65.8% |
| Participation rate | 79.4% | 63.5%+15.9pp | 72.4%+7.0pp | 67.7%+11.7pp |
| Annual return | 13.68% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,131 | $2,347+33.4% | $2,916+7.4% | $2,757+13.5% |
| Participant deferral / active EE | $7,784 | $3,287+136.8% | $4,323+80.1% | $4,300+81.0% |
| Admin fee / account holder | $206 | $4,752-95.7% | $7,360-97.2% | $6,925-97.0% |