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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: MEANS & ASSOCIATES Service code 15 · EIN 81-3396218 | Recordkeeping | $13,212 |
Service code 15 · EIN 91-0964302 | Recordkeeping | $1,395 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,912 | $89,364-66.5% | $141,177-78.8% | $72,983-59.0% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 23.03% | 111.86%-88.8pp | 71.40%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,151 | $3,115-31.0% | $4,736-54.6% | $2,440-11.9% |
| Participant deferral / active EE | $7,737 | $5,419+42.8% | $6,710+15.3% | $3,608+114.5% |
| Admin fee / account holder | $124 | $5,959-97.9% | $10,263-98.8% | $5,124-97.6% |