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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,975 |
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 | $20,936 | $60,989-65.7% | $60,906-65.6% | $66,938-68.7% |
| Participation rate | 77.7% | 74.5%+3.2pp | 73.1%+4.6pp | 69.8%+7.9pp |
| Annual return | -12.58% | -9.60%-3.0pp | 16.94%-29.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $952 | $2,661-64.2% | $2,703-64.8% | $2,545-62.6% |
| Participant deferral / active EE | $3,335 | $3,615-7.7% | $3,814-12.6% | $4,238-21.3% |
| Admin fee / account holder | $110 | $338-67.4% | $3,227-96.6% | $594-81.4% |