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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $115,674 |
Service code 99 · EIN 59-2937883 | Other Fees | $48,031 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $15,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,719 | $95,417-61.5% | $135,974-73.0% | $74,460-50.7% |
| Participation rate | 56.9% | 78.2%-21.3pp | 81.9%-25.0pp | 70.7%-13.9pp |
| Annual return | 43.71% | 32.76%+10.9pp | 68.30%-24.6pp | 34.38%+9.3pp |
| Employer contribution / active EE | $1,738 | $3,878-55.2% | $4,859-64.2% | $2,638-34.1% |
| Participant deferral / active EE | $3,548 | $7,789-54.4% | $7,760-54.3% | $4,530-21.7% |
| Admin fee / account holder | $221 | $266-17.1% | $10,767-98.0% | $348-36.6% |