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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 | $106,164-57.8% | $147,041-69.5% | $77,692-42.3% |
| Participation rate | 71.1% | 78.4%-7.3pp | 82.2%-11.0pp | 70.6%+0.6pp |
| Annual return | 14.78% | 56.81%-42.0pp | 419.21%-404.4pp | 31.25%-16.5pp |
| Employer contribution / active EE | $1,938 | $4,066-52.3% | $4,935-60.7% | $2,726-28.9% |
| Participant deferral / active EE | $3,695 | $7,993-53.8% | $8,071-54.2% | $4,648-20.5% |
| Admin fee / account holder | $190 | $338-43.9% | $13,006-98.5% | $431-56.0% |