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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $20,695 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $3,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,899 | $42,353-24.7% | $79,550-59.9% | $64,808-50.8% |
| Participation rate | 46.0% | 64.8%-18.7pp | 69.5%-23.5pp | 71.5%-25.4pp |
| Annual return | -18.65% | -12.24%-6.4pp | 0.16%-18.8pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,710 | $1,181+44.8% | $2,413-29.2% | $2,506-31.8% |
| Participant deferral / active EE | $2,873 | $3,170-9.4% | $3,985-27.9% | $4,310-33.4% |
| Admin fee / account holder | $95 | $160-40.4% | $6,832-98.6% | $188-49.3% |