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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,422 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,320 | $63,905-5.6% | $74,184-18.7% | $57,661+4.6% |
| Participation rate | 76.2% | 79.8%-3.5pp | 76.6%-0.4pp | 70.2%+6.0pp |
| Annual return | 5.50% | 60.60%-55.1pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,061 | $1,840-42.4% | $2,370-55.3% | $1,974-46.3% |
| Participant deferral / active EE | $3,329 | $3,448-3.5% | $3,550-6.2% | $3,061+8.8% |
| Admin fee / account holder | $13 | $91-85.4% | $5,586-99.8% | $95-85.9% |