Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $62,487 | $93,182-32.9% | $146,685-57.4% | $79,393-21.3% |
| Participation rate | 61.7% | 76.4%-14.8pp | 80.1%-18.4pp | 70.7%-9.0pp |
| Annual return | 10.58% | 21.61%-11.0pp | 22.75%-12.2pp | 116.87%-106.3pp |
| Employer contribution / active EE | $2,266 | $2,420-6.3% | $4,137-45.2% | $2,428-6.6% |
| Participant deferral / active EE | $3,346 | $4,169-19.7% | $5,507-39.2% | $4,046-17.3% |
| Admin fee / account holder | $117 | $585-80.0% | $10,281-98.9% | $627-81.4% |