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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $21,924 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,784 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,847 | $66,813-43.4% | $100,528-62.4% | $73,493-48.5% |
| Participation rate | 90.7% | 77.5%+13.3pp | 79.4%+11.3pp | 70.7%+20.0pp |
| Annual return | 26.45% | 25.70%+0.7pp | 30.90%-4.4pp | 28.51%-2.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $13,900 | $5,883+136.3% | $6,271+121.6% | $3,740+271.7% |
| Admin fee / account holder | $115 | $512-77.5% | $8,084-98.6% | $513-77.6% |