Filed June 1, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $97,316 |
THE ASCENT GROUP, LLC1 year Filed as: THE ASCENT GROUP Service code 99 | Other Fees | $43,317 |
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,416 | $47,180-37.7% | $149,723-80.4% | $74,473-60.5% |
| Participation rate | 60.2% | 63.4%-3.2pp | 78.8%-18.6pp | 70.7%-10.6pp |
| Annual return | 16.81% | 22.75%-5.9pp | 134.50%-117.7pp | 34.36%-17.5pp |
| Employer contribution / active EE | $2,583 | $1,907+35.5% | $4,821-46.4% | $2,638-2.1% |
| Participant deferral / active EE | $1,162 | $2,730-57.4% | $5,682-79.5% | $4,530-74.3% |
| Admin fee / account holder | $173 | $343-49.4% | $13,215-98.7% | $347-50.0% |