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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,256 |
Filed as: HUB INVESTMENT ADVISORS, INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $23,032 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,888 | $122,042-41.9% | $184,243-61.5% | $74,429-4.8% |
| Participation rate | 64.2% | 85.5%-21.3pp | 86.8%-22.6pp | 67.2%-3.0pp |
| Annual return | 12.68% | 19.91%-7.2pp | 28.82%-16.1pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $5,678 | $4,538+25.1% | $6,427-11.6% | $2,625+116.3% |
| Participant deferral / active EE | $7,801 | $7,143+9.2% | $9,132-14.6% | $4,348+79.4% |
| Admin fee / account holder | $661 | $1,252-47.2% | $13,914-95.2% | $1,944-66.0% |