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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $77,761 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $19,415 |
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 | $83,322 | $50,150+66.1% | $149,723-44.3% | $80,169+3.9% |
| Participation rate | 54.9% | 64.3%-9.4pp | 78.8%-23.9pp | 72.9%-18.1pp |
| Annual return | 29.54% | 29.80%-0.3pp | 134.50%-105.0pp | 40.39%-10.9pp |
| Employer contribution / active EE | $586 | $1,868-68.6% | $4,821-87.8% | $2,978-80.3% |
| Participant deferral / active EE | $3,601 | $3,195+12.7% | $5,682-36.6% | $5,016-28.2% |
| Admin fee / account holder | $108 | $153-29.4% | $13,215-99.2% | $145-25.6% |