Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,019 |
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 | $109,947 | $61,172+79.7% | $185,851-40.8% | $79,389+38.5% |
| Participation rate | 83.5% | 66.6%+16.9pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 15.53% | 19.45%-3.9pp | 122.11%-106.6pp | 116.89%-101.4pp |
| Employer contribution / active EE | $2,587 | $2,321+11.5% | $5,168-49.9% | $2,428+6.6% |
| Participant deferral / active EE | $6,942 | $2,788+149.0% | $5,569+24.7% | $4,046+71.6% |
| Admin fee / account holder | $105 | $710-85.2% | $16,245-99.4% | $626-83.2% |