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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,259 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $11,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,027 | $89,123-61.8% | $102,460-66.8% | $77,762-56.2% |
| Participation rate | 50.7% | 80.9%-30.2pp | 76.5%-25.8pp | 70.6%-19.9pp |
| Annual return | 9.21% | 25.05%-15.8pp | 29.47%-20.3pp | 31.27%-22.1pp |
| Employer contribution / active EE | $1,011 | $2,700-62.6% | $3,025-66.6% | $2,728-63.0% |
| Participant deferral / active EE | $1,811 | $5,148-64.8% | $5,056-64.2% | $4,651-61.1% |
| Admin fee / account holder | $472 | $236+100.2% | $9,460-95.0% | $433+9.1% |