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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $115,929 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,265 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN & CO LLP. Service code 10 DEPT. 880667 · PHOENIX, AZ 85038 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $67,287 | $90,064-25.3% | $100,415-33.0% | $77,762-13.5% |
| Participation rate | 98.2% | 81.3%+16.9pp | 81.5%+16.7pp | 70.6%+27.6pp |
| Annual return | 16.00% | 20.61%-4.6pp | 49.47%-33.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $3,224 | $3,043+5.9% | $3,943-18.2% | $2,728+18.2% |
| Participant deferral / active EE | $22,049 | $8,282+166.2% | $8,091+172.5% | $4,651+374.1% |
| Admin fee / account holder | $349 | $172+103.0% | $7,906-95.6% | $433-19.3% |