Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,085 |
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 | $99,602 | $55,453+79.6% | $170,435-41.6% | $62,293+59.9% |
| Participation rate | 83.1% | 66.4%+16.7pp | 83.6%-0.5pp | 69.5%+13.5pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.94%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,743 | $2,164-19.4% | $5,432-67.9% | $2,042-14.6% |
| Participant deferral / active EE | $5,400 | $2,303+134.5% | $4,939+9.3% | $3,169+70.4% |
| Admin fee / account holder | $14 | $455-96.9% | $13,881-99.9% | $479-97.1% |