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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,796 |
ASCENSUS LLC3 years Filed as: TRIUNE FINANCIAL PARTNERS Service code 27 · EIN 20-2194904 | Advisory (Plan) | $27,608 |
THE GERSON COMPANIES1 year Service code 27 · EIN 41-0746749 | Advisory (Plan) | $15,750 |
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.)
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 | $78,431 | $91,760-14.5% | $156,181-49.8% | $67,986+15.4% |
| Participation rate | 0.0% | 65.0%-65.0pp | 78.8%-78.8pp | 57.2%-57.2pp |
| Annual return | 12.89% | 18.14%-5.3pp | 64.87%-52.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $406 | $2,419-83.2% | $4,294-90.5% | $2,019-79.9% |
| Participant deferral / active EE | $3,239 | $3,960-18.2% | $6,132-47.2% | $3,358-3.5% |
| Admin fee / account holder | $513 | $3,949-87.0% | $14,586-96.5% | $3,203-84.0% |