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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,507 |
SASSETTI LLC1+ years Service code 10 6611 W NORTH AVE · OAK PARK, IL 60302 | Accounting | $10,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,351 | $39,819+56.6% | $67,834-8.1% | $57,658+8.1% |
| Participation rate | 39.9% | 61.2%-21.3pp | 68.8%-28.9pp | 70.2%-30.3pp |
| Annual return | 7.90% | 9.19%-1.3pp | 138.47%-130.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $922 | $1,277-27.8% | $2,403-61.7% | $1,974-53.3% |
| Participant deferral / active EE | $1,939 | $2,209-12.3% | $3,160-38.6% | $3,061-36.7% |
| Admin fee / account holder | $223 | $84+166.6% | $4,622-95.2% | $95+135.8% |