Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,361 | $82,978-30.9% | $129,995-55.9% | $71,457-19.7% |
| Participation rate | 61.3% | 74.1%-12.7pp | 78.5%-17.2pp | 67.9%-6.6pp |
| Annual return | 15.65% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,226 | $2,622+23.1% | $4,320-25.3% | $2,588+24.7% |
| Participant deferral / active EE | $3,850 | $4,432-13.1% | $5,820-33.9% | $4,289-10.2% |
| Admin fee / account holder | $125 | $1,729-92.8% | $10,614-98.8% | $1,587-92.1% |