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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,629 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,882 | $60,165+51.1% | $74,184+22.5% | $55,167+64.7% |
| Participation rate | 86.8% | 74.2%+12.6pp | 76.6%+10.2pp | 69.0%+17.8pp |
| Annual return | 6.80% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,174 | $1,600+98.4% | $2,370+33.9% | $1,963+61.7% |
| Participant deferral / active EE | $3,113 | $2,973+4.7% | $3,550-12.3% | $3,054+1.9% |
| Admin fee / account holder | $59 | $419-85.8% | $5,586-98.9% | $504-88.2% |