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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $51,685 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,713 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,358 | $54,370+136.1% | $82,763+55.1% | $68,490+87.4% |
| Participation rate | 71.3% | 63.9%+7.3pp | 72.6%-1.3pp | 67.9%+3.4pp |
| Annual return | -16.58% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $9,609 | $2,219+333.0% | $3,008+219.4% | $2,597+270.0% |
| Participant deferral / active EE | $8,202 | $3,247+152.6% | $4,395+86.6% | $4,028+103.6% |
| Admin fee / account holder | $681 | $4,398-84.5% | $5,325-87.2% | $5,403-87.4% |