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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,730 |
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 | $43,725 | $57,108-23.4% | $94,224-53.6% | $52,331-16.4% |
| Participation rate | 93.7% | 72.9%+20.8pp | 78.8%+14.9pp | 68.1%+25.6pp |
| Annual return | -0.82% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,952 | $1,735+12.5% | $3,587-45.6% | $1,882+3.7% |
| Participant deferral / active EE | $4,243 | $3,040+39.6% | $4,320-1.8% | $3,022+40.4% |
| Admin fee / account holder | $14 | $546-97.5% | $6,269-99.8% | $592-97.7% |