Filed March 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,095 | $155,795-40.9% | $136,294-32.4% | $69,631+32.3% |
| Participation rate | 90.3% | 75.2%+15.0pp | 81.9%+8.3pp | 70.7%+19.6pp |
| Annual return | 19.01% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $767 | $2,991-74.3% | $4,695-83.7% | $2,032-62.2% |
| Participant deferral / active EE | $5,234 | $5,394-3.0% | $6,247-16.2% | $3,224+62.4% |
| Admin fee / account holder | $5 | $128-96.2% | $9,243-99.9% | $110-95.6% |