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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $60,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,597 | $60,504+143.9% | $81,882+80.3% | $74,478+98.2% |
| Participation rate | 48.2% | 62.9%-14.7pp | 72.4%-24.2pp | 67.2%-19.0pp |
| Annual return | 13.29% | 16.91%-3.6pp | 779.47%-766.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $7,163 | $2,627+172.7% | $2,916+145.6% | $2,626+172.7% |
| Participant deferral / active EE | $5,504 | $3,400+61.9% | $4,323+27.3% | $4,350+26.5% |
| Admin fee / account holder | $707 | $1,492-52.6% | $7,360-90.4% | $1,946-63.7% |