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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $33,287 |
SYM FINANCIAL CORPORATION3+ years Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $16,902 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $2,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,880 | $46,173-76.4% | $170,435-93.6% | $69,631-84.4% |
| Participation rate | 62.2% | 63.9%-1.7pp | 83.6%-21.4pp | 70.7%-8.5pp |
| Annual return | 16.51% | 21.62%-5.1pp | 205.94%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $375 | $1,610-76.7% | $5,432-93.1% | $2,032-81.5% |
| Participant deferral / active EE | $1,194 | $2,080-42.6% | $4,939-75.8% | $3,224-63.0% |
| Admin fee / account holder | $127 | $116+9.8% | $13,881-99.1% | $110+15.3% |