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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANS, INC.3 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $34,235 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $8,887 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,625 | $65,437-16.5% | $86,698-37.0% | $66,949-18.4% |
| Participation rate | 81.4% | 75.5%+6.0pp | 76.6%+4.8pp | 69.8%+11.6pp |
| Annual return | -11.74% | -10.91%-0.8pp | 35.96%-47.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $992 | $2,154-53.9% | $2,837-65.0% | $2,545-61.0% |
| Participant deferral / active EE | $3,660 | $4,102-10.8% | $4,656-21.4% | $4,239-13.7% |
| Admin fee / account holder | $334 | $642-48.0% | $7,492-95.5% | $594-43.8% |