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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $29,416 |
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 | $90,318 | $42,396+113.0% | $67,313+34.2% | $56,289+60.5% |
| Participation rate | 97.6% | 61.0%+36.6pp | 69.1%+28.6pp | 69.9%+27.8pp |
| Annual return | -5.66% | -36.63%+31.0pp | -4.08%-1.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,577 | $1,414+294.5% | $2,566+117.4% | $2,111+164.2% |
| Participant deferral / active EE | $8,182 | $2,360+246.8% | $3,568+129.3% | $3,350+144.2% |
| Admin fee / account holder | $131 | $510-74.2% | $4,507-97.1% | $521-74.8% |