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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 26 7400 COLLEGE BLVD, STE 300 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,919 |
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).
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 | $49,539 | $64,176-22.8% | $112,249-55.9% | $66,938-26.0% |
| Participation rate | 43.9% | 68.4%-24.5pp | 75.1%-31.1pp | 69.8%-25.9pp |
| Annual return | -19.44% | -13.80%-5.6pp | 27.48%-46.9pp | 1.58%-21.0pp |
| Employer contribution / active EE | $446 | $3,007-85.2% | $3,636-87.7% | $2,545-82.5% |
| Participant deferral / active EE | $2,111 | $3,694-42.8% | $4,729-55.4% | $4,238-50.2% |
| Admin fee / account holder | $345 | $626-44.9% | $6,412-94.6% | $594-41.9% |