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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,938 | $89,370+51.0% | $141,197-4.4% | $72,976+84.9% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.0pp |
| Annual return | 23.35% | 111.88%-88.5pp | 71.41%-48.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $2,760 | $3,115-11.4% | $4,736-41.7% | $2,440+13.1% |
| Participant deferral / active EE | $7,947 | $5,419+46.7% | $6,710+18.4% | $3,608+120.3% |
| Admin fee / account holder | $8 | $5,957-99.9% | $10,265-99.9% | $5,124-99.8% |