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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: WEALTH MANAGEMENT Service code 26 1601 N 12TH STREET · BISMARK, ND 58501 | Advisory (Participants) | $30,514 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $18,854 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $6,185 |
Filed as: EMPOWER ANNUITY INS CO OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOO VILLAGE, CO 80111 | Recordkeeping Fees | $6,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,107 | $200,096-64.5% | $69,632+2.1% | $200,096-64.5% |
| Participation rate | 53.5% | 72.0%-18.5pp | 66.4%-12.9pp | 72.0%-18.5pp |
| Annual return | 6.21% | 34.26%-28.1pp | 101.32%-95.1pp | 34.26%-28.1pp |
| Employer contribution / active EE | $334 | $3,038-89.0% | $1,708-80.5% | $3,038-89.0% |
| Participant deferral / active EE | $1,836 | $5,090-63.9% | $2,889-36.5% | $5,090-63.9% |
| Admin fee / account holder | $81 | $269-70.0% | $4,695-98.3% | $269-70.0% |