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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,965 |
ASCENSUS LLC1 year Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $33,355 |
PENSION ASSURANCE LLP2 years Service code 99 · EIN 30-0840934 | Other Fees | $9,900 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,146 | $63,471-2.1% | $68,808-9.7% | $66,938-7.2% |
| Participation rate | 55.6% | 60.0%-4.4pp | 69.0%-13.5pp | 69.8%-14.3pp |
| Annual return | -15.05% | -8.29%-6.8pp | -6.37%-8.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,503 | $2,946+18.9% | $3,942-11.1% | $4,238-17.4% |
| Admin fee / account holder | $262 | $578-54.7% | $4,936-94.7% | $594-55.9% |