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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,274 |
KATHMERE CAPITAL MANAGEMENT3 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $48,481 |
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 | $44,854 | $106,230-57.8% | $147,080-69.5% | $77,736-42.3% |
| Participation rate | 71.1% | 78.4%-7.3pp | 82.2%-11.0pp | 70.6%+0.6pp |
| Annual return | 14.78% | 56.91%-42.1pp | 420.17%-405.4pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,938 | $4,072-52.4% | $4,933-60.7% | $2,728-28.9% |
| Participant deferral / active EE | $3,695 | $8,001-53.8% | $8,066-54.2% | $4,651-20.6% |
| Admin fee / account holder | $190 | $338-44.0% | $12,989-98.5% | $433-56.3% |