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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,938 |
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 49 · EIN 03-0491379 | Other Services | $11,741 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 13 · EIN 82-3719843 | Contract Administrator | $5,722 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,672 | $69,383-71.6% | $101,275-80.6% | $73,497-73.2% |
| Participation rate | 79.4% | 68.4%+11.0pp | 75.8%+3.6pp | 70.7%+8.7pp |
| Annual return | 11.16% | 18.46%-7.3pp | 46.48%-35.3pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,549 | $2,628-3.0% | $3,660-30.3% | $2,270+12.3% |
| Participant deferral / active EE | $1,716 | $3,301-48.0% | $4,371-60.7% | $3,740-54.1% |
| Admin fee / account holder | $220 | $704-68.8% | $5,948-96.3% | $513-57.2% |