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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 26 7400 COLLEGE BLVD, STE 300 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $24,069 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,741 | $69,383-25.4% | $101,275-48.9% | $73,497-29.6% |
| Participation rate | 40.5% | 68.4%-27.8pp | 75.8%-35.3pp | 70.7%-30.1pp |
| Annual return | 21.14% | 18.46%+2.7pp | 46.48%-25.3pp | 28.51%-7.4pp |
| Employer contribution / active EE | $386 | $2,628-85.3% | $3,660-89.5% | $2,270-83.0% |
| Participant deferral / active EE | $1,734 | $3,301-47.5% | $4,371-60.3% | $3,740-53.6% |
| Admin fee / account holder | $524 | $704-25.6% | $5,948-91.2% | $513+2.1% |