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| Provider | Service type | Compensation |
|---|---|---|
THE PRUDENT EXPERT, LLC2 years Filed as: THE PRUDENT EXPERT LLC Service code 27 8470 ALLSION PINTE BLVD · INDIANAPOLIS, IN 46250 | Advisory (Plan) | $4,000 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,754 | $25,302+9.7% | $74,722-62.9% | $67,579-58.9% |
| Participation rate | 12.5% | 37.8%-25.4pp | 54.5%-42.0pp | 71.3%-58.8pp |
| Annual return | 19.50% | 10291.17%-10271.7pp | 753.11%-733.6pp | 378.56%-359.1pp |
| Employer contribution / active EE | $73 | $446-83.7% | $1,084-93.3% | $2,148-96.6% |
| Participant deferral / active EE | $195 | $954-79.5% | $1,963-90.1% | $3,539-94.5% |
| Admin fee / account holder | $61 | $108-43.3% | $3,335-98.2% | $142-57.1% |