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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $40,450 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,174 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES, INC/ASCENSUS Service code 15 · EIN 72-3719843 | Recordkeeping | $6,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,848 | $41,617-71.5% | $84,628-86.0% | $77,775-84.8% |
| Participation rate | 88.4% | 45.0%+43.4pp | 68.2%+20.2pp | 73.2%+15.2pp |
| Annual return | 20.62% | 24.97%-4.4pp | 258.80%-238.2pp | 32.58%-12.0pp |
| Employer contribution / active EE | $364 | $1,061-65.7% | $2,653-86.3% | $2,504-85.5% |
| Participant deferral / active EE | $1,867 | $2,129-12.3% | $3,900-52.1% | $3,966-52.9% |
| Admin fee / account holder | $31 | $121-74.6% | $4,914-99.4% | $100-69.3% |