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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $25,232 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 53 · EIN 04-3046611 | Insurance Commissions | $11,400 |
WELLSPRING WEALTH, LLC1 year Service code 13 · EIN 81-4138199 2200 CENTURY PARKWAY, STE. 750 · ATLANTA, GA 30345 | Contract Administrator | $8,575 |
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 | $89,990 | $80,753+11.4% | $136,298-34.0% | $62,293+44.5% |
| Participation rate | 99.3% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 154.84% | 35.83%+119.0pp | 5156.27%-5001.4pp | 28.90%+125.9pp |
| Employer contribution / active EE | $4,636 | $2,884+60.8% | $4,696-1.3% | $2,042+127.0% |
| Participant deferral / active EE | $3,873 | $5,164-25.0% | $6,247-38.0% | $3,169+22.2% |
| Admin fee / account holder | $96 | $525-81.6% | $9,244-99.0% | $479-79.9% |