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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,171 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC Service code 28 200 DRYDEN ROAD · DRESHER, PA 19025 | Investment Management | $7,241 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,173 | $51,223-66.5% | $82,763-79.3% | $66,949-74.3% |
| Participation rate | 86.6% | 67.9%+18.7pp | 72.6%+14.0pp | 69.8%+16.7pp |
| Annual return | -13.06% | -9.85%-3.2pp | 702.45%-715.5pp | 1.57%-14.6pp |
| Employer contribution / active EE | $1,633 | $2,611-37.5% | $3,008-45.7% | $2,545-35.9% |
| Participant deferral / active EE | $3,011 | $3,460-13.0% | $4,395-31.5% | $4,239-29.0% |
| Admin fee / account holder | $29 | $415-93.1% | $5,325-99.5% | $594-95.2% |