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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 49 · EIN 26-2091417 PO BOX 241267 · SAINT PAUL, MN 55124 | Other Services | $23,027 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,275 | $65,453-61.4% | $86,698-70.8% | $66,938-62.2% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | -17.99% | -10.89%-7.1pp | 35.95%-53.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,622 | $2,154+21.7% | $2,837-7.6% | $2,545+3.0% |
| Participant deferral / active EE | $5,050 | $4,102+23.1% | $4,656+8.5% | $4,238+19.2% |
| Admin fee / account holder | $66 | $642-89.6% | $7,493-99.1% | $594-88.8% |