Filed May 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,283 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,783 | $81,248-80.6% | $155,509-89.9% | $80,856-80.5% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 9.14% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | -$557 | $3,100-118.0% | $4,672-111.9% | $2,755-120.2% |
| Participant deferral / active EE | $1,158 | $3,452-66.5% | $5,626-79.4% | $4,296-73.1% |
| Admin fee / account holder | $117 | $7,997-98.5% | $15,912-99.3% | $6,918-98.3% |