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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,125 |
ASCENSUS LLC2 years Filed as: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 20-1302365 | Other Fees | $6,532 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,744 | $165,399-96.5% | $149,745-96.2% | $158,982-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.07% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-293.9pp |
| Employer contribution / active EE | $12,684 | $5,105+148.5% | $4,646+173.0% | $4,763+166.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |