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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Service code 16 · EIN 04-3046611 | Consulting | $43,313 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 11 BOX 979 · BRAINERD, MN 56401 | Actuarial | $40,023 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,199 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · AKRON, OH 44321 | Actuarial | $180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,605 | $54,245+43.1% | $93,727-17.2% | $77,762-0.2% |
| Participation rate | 84.2% | 63.9%+20.3pp | 68.7%+15.5pp | 70.6%+13.7pp |
| Annual return | 10.54% | 30.58%-20.0pp | 133.83%-123.3pp | 31.27%-20.7pp |
| Employer contribution / active EE | $1,330 | $1,168+13.9% | $2,421-45.1% | $2,728-51.2% |
| Participant deferral / active EE | $4,514 | $3,144+43.6% | $4,417+2.2% | $4,651-2.9% |
| Admin fee / account holder | $372 | $575-35.3% | $8,292-95.5% | $433-14.0% |