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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,286 |
SAGEPOINT FINANCIAL INC5 years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $21,387 |
OSAIC WEALTH INC1 year Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $6,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,229 | $53,165-5.5% | $86,216-41.7% | $74,460-32.5% |
| Participation rate | 40.0% | 64.9%-24.8pp | 69.0%-28.9pp | 70.7%-30.7pp |
| Annual return | 17.46% | 22.64%-5.2pp | 1169.42%-1152.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,382-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,924 | $3,234-9.6% | $3,986-26.6% | $4,530-35.5% |
| Admin fee / account holder | $214 | $551-61.1% | $6,853-96.9% | $348-38.4% |