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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,699 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 49 · EIN 58-1288674 | Other Services | $17,184 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $6,655 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,015 | $65,428-28.1% | $169,390-72.2% | $71,511-34.3% |
| Participation rate | 56.8% | 66.9%-10.1pp | 77.2%-20.4pp | 67.9%-11.1pp |
| Annual return | 20.20% | 21.35%-1.1pp | 406.07%-385.9pp | 28.86%-8.7pp |
| Employer contribution / active EE | $4,558 | $2,064+120.8% | $4,013+13.6% | $2,589+76.0% |
| Participant deferral / active EE | $2,053 | $4,360-52.9% | $6,222-67.0% | $4,291-52.2% |
| Admin fee / account holder | $337 | $1,328-74.6% | $9,015-96.3% | $1,588-78.8% |