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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 27 · EIN 46-1803145 | Advisory (Plan) | $34,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,620 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,429 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,507 | $93,571-23.6% | $135,903-47.4% | $75,163-4.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 15.42% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,948 | $3,537+153.0% | $4,856+84.3% | $2,670+235.1% |
| Participant deferral / active EE | $16,644 | $6,404+159.9% | $7,758+114.6% | $4,125+303.5% |
| Admin fee / account holder | $311 | $6,975-95.5% | $10,762-97.1% | $5,651-94.5% |