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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,345 |
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 | $40,460 | $79,694-49.2% | $96,192-57.9% | $79,389-49.0% |
| Participation rate | 89.9% | 54.0%+35.9pp | 68.4%+21.5pp | 70.7%+19.2pp |
| Annual return | 13.94% | 40.84%-26.9pp | 192.09%-178.1pp | 116.89%-103.0pp |
| Employer contribution / active EE | $2,134 | $1,443+47.9% | $2,799-23.8% | $2,428-12.1% |
| Participant deferral / active EE | $3,585 | $2,539+41.2% | $4,351-17.6% | $4,046-11.4% |
| Admin fee / account holder | $27 | $630-95.7% | $5,539-99.5% | $626-95.7% |