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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,698 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,996 | $46,732-44.4% | $156,551-83.4% | $55,167-52.9% |
| Participation rate | 91.5% | 65.8%+25.7pp | 84.0%+7.4pp | 69.0%+22.5pp |
| Annual return | 6.67% | 17.72%-11.0pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,013 | $2,105-4.4% | $5,501-63.4% | $1,963+2.5% |
| Participant deferral / active EE | $3,136 | $2,204+42.3% | $4,871-35.6% | $3,054+2.7% |
| Admin fee / account holder | $95 | $418-77.3% | $13,028-99.3% | $504-81.1% |