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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 26 7400 COLLEGE BLVD, STE 300 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $20,748 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $88 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,059 | $63,114-30.2% | $92,893-52.6% | $65,185-32.4% |
| Participation rate | 39.0% | 68.8%-29.8pp | 76.0%-37.0pp | 70.2%-31.2pp |
| Annual return | 22.28% | 28.75%-6.5pp | 109.41%-87.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $387 | $2,571-84.9% | $3,653-89.4% | $2,177-82.2% |
| Participant deferral / active EE | $1,615 | $3,108-48.0% | $4,236-61.9% | $3,514-54.0% |
| Admin fee / account holder | $430 | $624-31.1% | $5,794-92.6% | $847-49.3% |