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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 | $80,748-48.1% | $102,383-59.1% | $74,429-43.7% |
| Participation rate | 52.8% | 65.7%-12.9pp | 74.5%-21.8pp | 67.2%-14.5pp |
| Annual return | 13.38% | 27.57%-14.2pp | 24.94%-11.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,809 | $3,159-11.1% | $3,870-27.4% | $2,625+7.0% |
| Participant deferral / active EE | $814 | $3,861-78.9% | $5,060-83.9% | $4,348-81.3% |
| Admin fee / account holder | $407 | $2,371-82.8% | $8,391-95.2% | $1,944-79.1% |