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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,898 |
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA PENSION GROUP INC. Service code 27 · EIN 26-2219855 | Advisory (Plan) | $6,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,254 | $47,135-50.7% | $149,717-84.5% | $74,440-68.8% |
| Participation rate | 47.7% | 63.4%-15.7pp | 78.8%-31.0pp | 70.7%-23.0pp |
| Annual return | 12.83% | 22.75%-9.9pp | 134.41%-121.6pp | 34.37%-21.5pp |
| Employer contribution / active EE | $362 | $1,906-81.0% | $4,820-92.5% | $2,638-86.3% |
| Participant deferral / active EE | $1,769 | $2,728-35.2% | $5,682-68.9% | $4,529-60.9% |
| Admin fee / account holder | $170 | $343-50.4% | $13,213-98.7% | $348-51.1% |