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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,679 |
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 | $34,344 | $91,536-62.5% | $130,062-73.6% | $75,177-54.3% |
| Participation rate | 96.5% | 71.5%+25.0pp | 78.5%+18.0pp | 67.2%+29.3pp |
| Annual return | 10.44% | -631.62%+642.1pp | -137.37%+147.8pp | 160.75%-150.3pp |
| Employer contribution / active EE | $2,394 | $2,845-15.9% | $4,322-44.6% | $2,671-10.4% |
| Participant deferral / active EE | $2,750 | $4,343-36.7% | $5,821-52.8% | $4,126-33.4% |
| Admin fee / account holder | $103 | $6,780-98.5% | $10,601-99.0% | $5,651-98.2% |