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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $49,989 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,842 |
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 | $146,176 | $58,292+150.8% | $86,640+68.7% | $71,511+104.4% |
| Participation rate | 64.1% | 65.0%-0.9pp | 71.7%-7.6pp | 67.9%-3.8pp |
| Annual return | 17.84% | 21.63%-3.8pp | 592.52%-574.7pp | 28.86%-11.0pp |
| Employer contribution / active EE | $10,195 | $2,574+296.1% | $3,024+237.1% | $2,589+293.8% |
| Participant deferral / active EE | $8,116 | $3,438+136.1% | $4,438+82.9% | $4,291+89.1% |
| Admin fee / account holder | $608 | $1,057-42.5% | $5,616-89.2% | $1,588-61.7% |