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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,631 | $80,753-57.1% | $136,298-74.6% | $62,293-44.4% |
| Participation rate | 79.0% | 73.5%+5.5pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 16.07% | 35.83%-19.8pp | 5156.27%-5140.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,685 | $2,884-41.6% | $4,696-64.1% | $2,042-17.5% |
| Participant deferral / active EE | $3,137 | $5,164-39.3% | $6,247-49.8% | $3,169-1.0% |
| Admin fee / account holder | $390 | $525-25.9% | $9,244-95.8% | $479-18.7% |