Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $67,379 |
ASCENSUS LLC2 years Filed as: PENSION ADMINISTRATORS, LLC Service code 49 | Other Services | $12,133 |
ASCENSUS LLC5+ years Filed as: PENSION ADMINISTRATORS LLC Service code 49 | Other Services | $0 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,711 | $42,419-37.0% | $104,301-74.4% | $77,906-65.7% |
| Participation rate | 39.0% | 51.6%-12.6pp | 73.3%-34.3pp | 73.7%-34.7pp |
| Annual return | -15.20% | -11.16%-4.0pp | 24.61%-39.8pp | 12.16%-27.4pp |
| Employer contribution / active EE | $1,002 | $1,105-9.3% | $3,373-70.3% | $2,846-64.8% |
| Participant deferral / active EE | $1,668 | $1,992-16.2% | $4,626-63.9% | $4,805-65.3% |
| Admin fee / account holder | $223 | $117+89.9% | $7,340-97.0% | $133+68.1% |