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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $19,036 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,915 |
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).
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 | $60,661 | $101,653-40.3% | $147,080-58.8% | $74,459-18.5% |
| Participation rate | 42.3% | 75.6%-33.2pp | 82.2%-39.8pp | 67.2%-24.9pp |
| Annual return | 15.74% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,097 | $7,304-43.9% | $8,066-49.2% | $4,350-5.8% |
| Admin fee / account holder | $248 | $1,752-85.9% | $12,989-98.1% | $1,945-87.3% |