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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $150,543 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $42,617 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $9,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,789 | $50,919-8.1% | $155,556-69.9% | $77,762-39.8% |
| Participation rate | 61.2% | 63.1%-1.9pp | 78.2%-17.1pp | 70.6%-9.4pp |
| Annual return | 28.16% | 34.84%-6.7pp | 64.84%-36.7pp | 31.27%-3.1pp |
| Employer contribution / active EE | $19 | $1,991-99.0% | $4,675-99.6% | $2,728-99.3% |
| Participant deferral / active EE | $2,498 | $2,824-11.6% | $5,631-55.6% | $4,651-46.3% |
| Admin fee / account holder | $284 | $437-35.0% | $15,885-98.2% | $433-34.4% |