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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 | $101,539-40.3% | $147,041-58.7% | $74,400-18.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.2%-39.8pp | 67.2%-24.9pp |
| Annual return | 15.74% | 8740.84%-8725.1pp | 419.21%-403.5pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,097 | $7,304-43.9% | $8,071-49.2% | $4,348-5.8% |
| Admin fee / account holder | $248 | $1,749-85.8% | $13,006-98.1% | $1,944-87.3% |