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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $142,848 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $55,686 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $24,498 |
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.
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 | $38,851 | $47,163-17.6% | $149,696-74.0% | $74,460-47.8% |
| Participation rate | 53.1% | 63.4%-10.3pp | 78.8%-25.7pp | 70.7%-17.6pp |
| Annual return | 43.58% | 22.75%+20.8pp | 134.46%-90.9pp | 34.38%+9.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,887 | $2,730-30.9% | $5,682-66.8% | $4,530-58.3% |
| Admin fee / account holder | $318 | $343-7.4% | $13,212-97.6% | $348-8.7% |