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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 26 7400 COLLEGE BLVD, STE 300 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $18,955 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $42 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,004 | $55,449-40.5% | $83,848-60.6% | $56,287-41.4% |
| Participation rate | 40.3% | 68.0%-27.7pp | 76.1%-35.9pp | 69.9%-29.6pp |
| Annual return | -10.40% | -1.38%-9.0pp | 850.88%-861.3pp | -9.96%-0.4pp |
| Employer contribution / active EE | $315 | $2,430-87.1% | $3,631-91.3% | $2,111-85.1% |
| Participant deferral / active EE | $1,296 | $2,935-55.9% | $4,082-68.3% | $3,350-61.3% |
| Admin fee / account holder | $388 | $656-40.8% | $5,478-92.9% | $521-25.5% |