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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,144 |
LYDON, FETTEROLF, CORYDON PA2 years Service code 10 9401 KEY WEST AVE · ROCKVILLE, MD 20850 | Accounting | $19,285 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,303 | $64,176-59.0% | $112,263-76.6% | $66,949-60.7% |
| Participation rate | 84.3% | 68.4%+15.8pp | 75.1%+9.2pp | 69.8%+14.4pp |
| Annual return | -16.10% | -13.80%-2.3pp | 27.49%-43.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $10,004 | $3,007+232.7% | $3,636+175.1% | $2,545+293.0% |
| Participant deferral / active EE | $512 | $3,694-86.2% | $4,729-89.2% | $4,239-87.9% |
| Admin fee / account holder | $329 | $626-47.4% | $6,410-94.9% | $594-44.6% |