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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,090 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,016 | $79,189-74.7% | $102,457-80.5% | $74,400-73.1% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.5pp |
| Annual return | 13.07% | 54.98%-41.9pp | 29.41%-16.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,265 | $4,415-48.7% | $5,054-55.2% | $4,348-47.9% |
| Admin fee / account holder | $40 | $2,002-98.0% | $9,451-99.6% | $1,944-98.0% |