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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,855 |
4 funds of $250K or more; 13 lines in all, holding $3.2M of the plan's $3.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 5 vintages | $1.3M | 40.7% |
| Invesco U.S. Government Money Market Invesco · Money market | $1.0M | 31.7% |
| JPMorgan Small Cap Equity Fund JPMorgan · Mutual fund | $231K | 7.3% |
| DWS Capital Growth DWS · Other | $229K | 7.2% |
| Alger Weatherbie Specialized Growth Manager not matched · Mutual fund | $90K | 2.9% |
| Invesco Opportunity Portfolio High Growth Inv Invesco · Mutual fund | $70K | 2.2% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $55K | 1.7% |
| Eaton Vance Short Duration Stratified Income Morgan Stanley · Other | $44K | 1.4% |
| Columbia Capital Allocation Aggressive Portfolio Ameriprise (Columbia Threadneedle) · Mutual fund | $38K | 1.2% |
| Pgim Balanced CL Prudential (PGIM) · Other | $38K | 1.2% |
See the other 3 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,822 | $89,248-77.8% | $136,007-85.4% | $74,495-73.4% |
| Participation rate | 78.6% | 69.4%+9.1pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 10.45% | 22.76%-12.3pp | 579.32%-568.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $434 | $2,838-84.7% | $4,217-89.7% | $2,623-83.4% |
| Participant deferral / active EE | $4,335 | $4,598-5.7% | $7,025-38.3% | $4,346-0.2% |
| Admin fee / account holder | $23 | $1,545-98.5% | $6,858-99.7% | $1,942-98.8% |