Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $114,143 |
ASCENSUS LLC4 years Filed as: PENSION ADMINISTRATORS, LLC Service code 49 | Other Services | $11,141 |
ASCENSUS LLC7+ years Filed as: PENSION ADMINISTRATORS LLC Service code 49 · EIN 71-0294708 18033 OAK ST · OMAHA, NE 68130 | Other Services | $0 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 2630 EASTSIDE BLVD · BEATRICE, NE 68310 | Other Fees | $0 |
Service code 64 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,341 | $55,347-25.3% | $120,354-65.7% | $199,593-79.3% |
| Participation rate | 35.6% | 52.9%-17.3pp | 71.9%-36.3pp | 72.0%-36.4pp |
| Annual return | 47.02% | 15.37%+31.7pp | 107.15%-60.1pp | 34.25%+12.8pp |
| Employer contribution / active EE | $957 | $1,296-26.1% | $3,463-72.4% | $3,034-68.4% |
| Participant deferral / active EE | $1,624 | $2,350-30.9% | $4,991-67.5% | $5,087-68.1% |
| Admin fee / account holder | $241 | $134+79.3% | $9,423-97.4% | $269-10.5% |