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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY4 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $10,316 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,445 |
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).
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 | $14,187 | $64,286-77.9% | $90,970-84.4% | $73,412-80.7% |
| Participation rate | 40.9% | 63.6%-22.7pp | 69.0%-28.1pp | 72.2%-31.3pp |
| Annual return | 26.87% | 21.46%+5.4pp | 134.60%-107.7pp | 59.30%-32.4pp |
| Employer contribution / active EE | $900 | $895+0.6% | $2,122-57.6% | $2,234-59.7% |
| Participant deferral / active EE | $1,604 | $2,453-34.6% | $3,373-52.4% | $3,806-57.9% |
| Admin fee / account holder | $57 | $287-80.2% | $5,961-99.0% | $158-64.1% |