Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,605 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $88,083-34.0% | $164,813-64.7% | $74,495-22.0% |
| Participation rate | 53.2% | 73.0%-19.8pp | 78.6%-25.4pp | 67.2%-14.0pp |
| Annual return | 12.93% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,708 | $2,593+4.4% | $4,341-37.6% | $2,623+3.2% |
| Participant deferral / active EE | $3,247 | $4,498-27.8% | $6,031-46.2% | $4,346-25.3% |
| Admin fee / account holder | $136 | $2,234-93.9% | $12,690-98.9% | $1,942-93.0% |