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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,943 |
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 | $30,743 | $75,183-59.1% | $123,894-75.2% | $55,167-44.3% |
| Participation rate | 94.4% | 72.8%+21.6pp | 81.4%+13.0pp | 69.0%+25.4pp |
| Annual return | 13.61% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $2,872 | $2,823+1.7% | $4,617-37.8% | $1,963+46.3% |
| Participant deferral / active EE | $7,603 | $5,084+49.5% | $5,984+27.0% | $3,054+148.9% |
| Admin fee / account holder | $78 | $663-88.3% | $8,357-99.1% | $504-84.6% |