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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,417 |
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,771 | $46,332-59.5% | $143,799-86.9% | $64,819-71.0% |
| Participation rate | 50.3% | 64.2%-13.9pp | 80.3%-30.0pp | 71.5%-21.2pp |
| Annual return | -14.76% | -10.05%-4.7pp | -0.04%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $353 | $1,911-81.5% | $4,952-92.9% | $2,507-85.9% |
| Participant deferral / active EE | $1,746 | $2,647-34.0% | $5,638-69.0% | $4,311-59.5% |
| Admin fee / account holder | $144 | $154-6.3% | $14,677-99.0% | $188-23.2% |