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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $46,582 |
ASCENSUS LLC2 years Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $34,639 |
PENSION ASSURANCE LLP3 years Service code 99 · EIN 30-0840934 | Other Fees | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,251 | $51,166+56.8% | $70,544+13.8% | $71,511+12.2% |
| Participation rate | 55.2% | 59.4%-4.2pp | 68.4%-13.2pp | 67.9%-12.8pp |
| Annual return | 13.88% | 42.71%-28.8pp | 32.79%-18.9pp | 28.86%-15.0pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,016 | $3,031+32.5% | $4,568-12.1% | $4,291-6.4% |
| Admin fee / account holder | $374 | $2,000-81.3% | $6,427-94.2% | $1,588-76.5% |