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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,768 | $58,726-23.8% | $92,240-51.5% | $62,293-28.1% |
| Participation rate | 81.6% | 68.3%+13.2pp | 76.5%+5.1pp | 69.5%+12.1pp |
| Annual return | 22.36% | 43.62%-21.3pp | 176.29%-153.9pp | 28.90%-6.5pp |
| Employer contribution / active EE | $457 | $2,392-80.9% | $3,680-87.6% | $2,042-77.6% |
| Participant deferral / active EE | $2,739 | $2,766-1.0% | $3,897-29.7% | $3,169-13.6% |
| Admin fee / account holder | $6 | $556-99.0% | $5,194-99.9% | $479-98.8% |