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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,661 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,475 | $80,748-83.3% | $102,383-86.8% | $74,429-81.9% |
| Participation rate | 93.0% | 65.7%+27.3pp | 74.5%+18.4pp | 67.2%+25.7pp |
| Annual return | 10.48% | 27.57%-17.1pp | 24.94%-14.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,965 | $3,159-37.8% | $3,870-49.2% | $2,625-25.1% |
| Participant deferral / active EE | $3,466 | $3,861-10.2% | $5,060-31.5% | $4,348-20.3% |
| Admin fee / account holder | $80 | $2,371-96.6% | $8,391-99.0% | $1,944-95.9% |