Filed May 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,058 | $65,125+29.1% | $143,797-41.5% | $66,949+25.6% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -15.34% | -11.13%-4.2pp | -0.04%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,826 | $2,362+19.6% | $4,952-42.9% | $2,545+11.0% |
| Participant deferral / active EE | $8,371 | $2,920+186.6% | $5,638+48.5% | $4,239+97.5% |
| Admin fee / account holder | $205 | $503-59.3% | $14,679-98.6% | $594-65.5% |