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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,469 |
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 | $117,254 | $63,471+84.7% | $68,803+70.4% | $66,949+75.1% |
| Participation rate | 94.1% | 60.0%+34.1pp | 69.0%+25.1pp | 69.8%+24.3pp |
| Annual return | -13.78% | -8.29%-5.5pp | -6.37%-7.4pp | 1.57%-15.4pp |
| Employer contribution / active EE | $5,915 | $1,776+233.1% | $2,656+122.7% | $2,545+132.4% |
| Participant deferral / active EE | $8,779 | $2,946+198.0% | $3,942+122.7% | $4,239+107.1% |
| Admin fee / account holder | $127 | $578-78.0% | $4,936-97.4% | $594-78.6% |