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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASIA PACIFIC FINANCIAL MANAGEMENT G Service code 27 · EIN 66-0493272 | Advisory (Plan) | $76,384 |
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $3,705 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,807 | $122,063-54.3% | $184,256-69.7% | $74,478-25.1% |
| Participation rate | 88.1% | 85.5%+2.7pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 14.94% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $2,318 | $4,539-48.9% | $6,427-63.9% | $2,626-11.7% |
| Participant deferral / active EE | $2,973 | $7,144-58.4% | $9,133-67.5% | $4,350-31.7% |
| Admin fee / account holder | $491 | $1,253-60.8% | $13,899-96.5% | $1,946-74.7% |