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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,091 |
Filed as: ALLIANT RETIREMENT Service code 27 701 B STREET · SAN DIEGO, CA 92101 | Advisory (Plan) | $10,000 |
LPL FINANCIAL9 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $10,000 |
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 | $64,549 | $89,465-27.8% | $165,071-60.9% | $77,736-17.0% |
| Participation rate | 65.7% | 78.6%-12.9pp | 78.6%-12.9pp | 70.6%-4.8pp |
| Annual return | 14.61% | 28.86%-14.3pp | 70.17%-55.6pp | 31.26%-16.7pp |
| Employer contribution / active EE | $404 | $2,565-84.3% | $4,347-90.7% | $2,728-85.2% |
| Participant deferral / active EE | $3,480 | $4,904-29.0% | $6,035-42.3% | $4,651-25.2% |
| Admin fee / account holder | $159 | $340-53.1% | $12,695-98.7% | $433-63.3% |