Filed June 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS CONSULTING LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $25,990 |
SYM FINANCIAL CORPORATION4 years Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $18,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,544 | $52,293-64.5% | $178,498-89.6% | $73,412-74.7% |
| Participation rate | 33.8% | 65.3%-31.5pp | 81.9%-48.1pp | 72.2%-38.3pp |
| Annual return | 17.55% | 34.75%-17.2pp | 151.09%-133.5pp | 59.30%-41.7pp |
| Employer contribution / active EE | $589 | $1,735-66.1% | $5,011-88.3% | $2,234-73.6% |
| Participant deferral / active EE | $1,114 | $2,332-52.2% | $5,202-78.6% | $3,806-70.7% |
| Admin fee / account holder | $161 | $127+26.2% | $13,985-98.9% | $158+1.8% |