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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS,INC DBA FUTUREPLA Service code 13 101 W. BROADWAY, SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $35,882 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST, STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,753 |
MORNINGSTAR1 year Filed as: MORNINGSTAR,INC,DBA MORNINGSTAR ASA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,196 | $65,904-78.5% | $160,784-91.2% | $79,634-82.2% |
| Participation rate | 36.6% | 56.2%-19.7pp | 77.0%-40.4pp | 62.5%-25.9pp |
| Annual return | 20.86% | 20.16%+0.7pp | 1803.92%-1783.1pp | 36.46%-15.6pp |
| Employer contribution / active EE | $725 | $1,805-59.8% | $3,733-80.6% | $2,529-71.3% |
| Participant deferral / active EE | $2,081 | $3,692-43.6% | $6,293-66.9% | $3,835-45.7% |
| Admin fee / account holder | $149 | $965-84.6% | $9,717-98.5% | $1,002-85.1% |