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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC4 years Filed as: THE ASCENT GROUP LLC Service code 27 · EIN 86-3001816 | Advisory (Plan) | $44,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,147 |
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 | $127,412 | $106,247+19.9% | $147,096-13.4% | $77,714+63.9% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 18.03% | 56.87%-38.8pp | 419.75%-401.7pp | 31.26%-13.2pp |
| Employer contribution / active EE | $2,074 | $4,069-49.0% | $4,936-58.0% | $2,727-24.0% |
| Participant deferral / active EE | $12,967 | $7,996+62.2% | $8,071+60.7% | $4,649+178.9% |
| Admin fee / account holder | $155 | $338-54.1% | $13,005-98.8% | $433-64.2% |