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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 | $122,042-54.3% | $184,243-69.7% | $74,429-25.0% |
| Participation rate | 88.1% | 85.5%+2.7pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 14.94% | 19.91%-5.0pp | 28.82%-13.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,318 | $4,538-48.9% | $6,427-63.9% | $2,625-11.7% |
| Participant deferral / active EE | $2,973 | $7,143-58.4% | $9,132-67.5% | $4,348-31.6% |
| Admin fee / account holder | $491 | $1,252-60.8% | $13,914-96.5% | $1,944-74.7% |