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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC2 years Service code 99 · EIN 86-3001816 | Other Fees | $41,535 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $11,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,188 | $101,672-13.3% | $147,117-40.1% | $74,478+18.4% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 17.07% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,867 | $3,813-51.0% | $4,932-62.1% | $2,626-28.9% |
| Participant deferral / active EE | $12,874 | $7,305+76.2% | $8,065+59.6% | $4,350+195.9% |
| Admin fee / account holder | $479 | $1,753-72.7% | $12,993-96.3% | $1,946-75.4% |