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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $63,208 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $11,203 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,167 | $46,332+38.5% | $143,797-55.4% | $64,824-1.0% |
| Participation rate | 56.0% | 64.2%-8.2pp | 80.3%-24.3pp | 71.5%-15.4pp |
| Annual return | -3.21% | -10.05%+6.8pp | -0.04%-3.2pp | 32.84%-36.1pp |
| Employer contribution / active EE | $566 | $1,911-70.4% | $4,952-88.6% | $2,507-77.4% |
| Participant deferral / active EE | $3,329 | $2,647+25.8% | $5,638-41.0% | $4,311-22.8% |
| Admin fee / account holder | $100 | $154-35.2% | $14,679-99.3% | $188-46.9% |