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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 51 · EIN 11-3665754 | Investment Mgmt Fees | $17,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,082 | $73,102+641.5% | $123,544+338.8% | $56,287+863.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.16% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $21,348 | $2,977+617.1% | $4,628+361.3% | $2,111+911.2% |
| Participant deferral / active EE | $12,014 | $5,423+121.5% | $6,426+87.0% | $3,350+258.7% |
| Admin fee / account holder | $557 | $554+0.5% | $9,284-94.0% | $521+6.8% |