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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,438 |
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 | $22,202 | $65,582-66.1% | $64,099-65.4% | $71,495-68.9% |
| Participation rate | 76.8% | 73.2%+3.6pp | 72.3%+4.5pp | 67.9%+8.9pp |
| Annual return | 14.14% | 18.96%-4.8pp | 33.70%-19.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $3,273 | $2,671+22.6% | $2,748+19.1% | $2,589+26.4% |
| Participant deferral / active EE | $2,043 | $3,628-43.7% | $3,881-47.4% | $4,291-52.4% |
| Admin fee / account holder | $109 | $616-82.2% | $3,070-96.4% | $1,588-93.1% |