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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Claims processing; Custodial (other t... | $27,796 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $15,158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,068 | $30,555-73.6% | $80,784-90.0% | $86,821-90.7% |
| Participation rate | 92.3% | 37.2%+55.0pp | 54.2%+38.1pp | 72.3%+20.0pp |
| Annual return | 21.76% | 30.35%-8.6pp | 87.31%-65.5pp | 97.94%-76.2pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,177 | $1,050+202.7% | $2,145+48.1% | $4,132-23.1% |
| Admin fee / account holder | $28 | $135-79.5% | $3,380-99.2% | $170-83.7% |