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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $127,342 |
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 | $30,850 | $136,853-77.5% | $130,270-76.3% | $80,169-61.5% |
| Participation rate | 92.7% | 81.6%+11.1pp | 76.3%+16.5pp | 72.9%+19.8pp |
| Annual return | 16.82% | 22.66%-5.8pp | 38.89%-22.1pp | 40.39%-23.6pp |
| Employer contribution / active EE | $2,363 | $3,395-30.4% | $4,128-42.7% | $2,978-20.6% |
| Participant deferral / active EE | $3,136 | $5,856-46.4% | $6,797-53.9% | $5,016-37.5% |
| Admin fee / account holder | $61 | $184-66.7% | $6,022-99.0% | $145-57.7% |