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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 | $58,234-52.5% | $81,783-66.2% | $80,874-65.8% |
| Participation rate | 79.4% | 63.4%+16.0pp | 72.4%+7.1pp | 67.6%+11.8pp |
| Annual return | 13.68% | 41.70%-28.0pp | 775.05%-761.4pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,131 | $2,341+33.7% | $2,913+7.5% | $2,756+13.6% |
| Participant deferral / active EE | $7,784 | $3,283+137.1% | $4,320+80.2% | $4,297+81.2% |
| Admin fee / account holder | $206 | $4,982-95.9% | $7,380-97.2% | $6,935-97.0% |