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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $29,022 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,182 | $102,422-40.3% | $147,117-58.4% | $80,959-24.4% |
| Participation rate | 59.3% | 75.9%-16.5pp | 82.2%-22.8pp | 67.7%-8.3pp |
| Annual return | 18.70% | 135.16%-116.5pp | 420.54%-401.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $3,743 | $3,717+0.7% | $4,932-24.1% | $2,757+35.7% |
| Participant deferral / active EE | $8,719 | $6,652+31.1% | $8,065+8.1% | $4,300+102.7% |
| Admin fee / account holder | $245 | $7,953-96.9% | $12,993-98.1% | $6,925-96.5% |