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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $32,905 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,734 |
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 | $31,060 | $155,795-80.1% | $136,297-77.2% | $69,631-55.4% |
| Participation rate | 75.6% | 75.2%+0.3pp | 81.9%-6.4pp | 70.7%+4.9pp |
| Annual return | 45.82% | 232464.33%-232418.5pp | 5156.19%-5110.4pp | 27571.02%-27525.2pp |
| Employer contribution / active EE | $2,253 | $2,991-24.7% | $4,696-52.0% | $2,032+10.9% |
| Participant deferral / active EE | $5,102 | $5,394-5.4% | $6,247-18.3% | $3,224+58.3% |
| Admin fee / account holder | $110 | $128-14.6% | $9,244-98.8% | $110-0.8% |