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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,649 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $11,690 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,995 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $1,018 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,246 | $51,166-56.5% | $70,544-68.5% | $71,511-68.9% |
| Participation rate | 80.4% | 59.4%+21.0pp | 68.4%+12.0pp | 67.9%+12.4pp |
| Annual return | 10.80% | 42.71%-31.9pp | 32.79%-22.0pp | 28.86%-18.1pp |
| Employer contribution / active EE | $117 | $1,793-93.5% | $2,976-96.1% | $2,589-95.5% |
| Participant deferral / active EE | $2,424 | $3,031-20.0% | $4,568-46.9% | $4,291-43.5% |
| Admin fee / account holder | $304 | $2,000-84.8% | $6,427-95.3% | $1,588-80.9% |