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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,690 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,294 | $75,832-50.8% | $147,617-74.7% | $59,633-37.5% |
| Participation rate | 72.7% | 71.6%+1.2pp | 84.6%-11.9pp | 68.7%+4.1pp |
| Annual return | 1.71% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,731 | $3,485-50.3% | $5,564-68.9% | $2,203-21.4% |
| Participant deferral / active EE | $2,736 | $3,131-12.6% | $4,895-44.1% | $3,192-14.3% |
| Admin fee / account holder | $14 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |