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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,091 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,423 | $101,795-66.2% | $165,100-79.2% | $80,959-57.5% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.7%+31.2pp |
| Annual return | 6.30% | 16.73%-10.4pp | 70.21%-63.9pp | 35.67%-29.4pp |
| Employer contribution / active EE | $2,408 | $2,954-18.5% | $4,348-44.6% | $2,757-12.7% |
| Participant deferral / active EE | $2,631 | $4,476-41.2% | $6,035-56.4% | $4,300-38.8% |
| Admin fee / account holder | $103 | $8,221-98.7% | $12,696-99.2% | $6,925-98.5% |