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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 87-3868487 30 N LASALLE ST, STE 2634 · CHICAGO, IL 60602 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,466 | $24,733-29.4% | $69,647-74.9% | $74,495-76.6% |
| Participation rate | 61.9% | 63.5%-1.6pp | 66.5%-4.5pp | 67.2%-5.3pp |
| Annual return | 11.64% | 18.55%-6.9pp | 100.48%-88.8pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1 | $1,001-99.9% | $1,712-99.9% | $2,623-100.0% |
| Participant deferral / active EE | $2,075 | $1,901+9.2% | $2,886-28.1% | $4,346-52.2% |
| Admin fee / account holder | $16 | $1,892-99.2% | $4,713-99.7% | $1,942-99.2% |