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| Provider | Service type | Compensation |
|---|---|---|
LYDON, FETTEROLF, CORYDON PA4 years Service code 10 9401 KEY WEST AVE · ROCKVILLE, MD 20850 | Accounting | $45,245 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,898 | $80,781-48.1% | $102,437-59.1% | $74,478-43.7% |
| Participation rate | 52.8% | 65.7%-12.9pp | 74.5%-21.8pp | 67.2%-14.5pp |
| Annual return | 13.38% | 27.58%-14.2pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,809 | $3,160-11.1% | $3,871-27.4% | $2,626+7.0% |
| Participant deferral / active EE | $814 | $3,862-78.9% | $5,060-83.9% | $4,350-81.3% |
| Admin fee / account holder | $407 | $2,372-82.8% | $8,388-95.1% | $1,946-79.1% |