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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $581,970 |
Filed as: BEACON FINANCIAL ADVISERS, INC Service code 27 · EIN 58-2343908 | Advisory (Plan) | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,800 | $53,162-25.1% | $91,220-56.4% | $68,494-41.9% |
| Participation rate | 72.0% | 63.2%+8.8pp | 73.2%-1.2pp | 67.9%+4.1pp |
| Annual return | -15.28% | -3.14%-12.1pp | 114.01%-129.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,310 | $1,709+35.2% | $2,850-18.9% | $2,596-11.0% |
| Participant deferral / active EE | $3,872 | $2,974+30.2% | $4,234-8.5% | $4,027-3.9% |
| Admin fee / account holder | $895 | $4,493-80.1% | $5,420-83.5% | $5,403-83.4% |