Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $23,238 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $4,445 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 53 · EIN 26-4310844 | Insurance Commissions | $0 |
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 | $13,814 | $46,292-70.2% | $143,757-90.4% | $64,808-78.7% |
| Participation rate | 91.3% | 64.2%+27.1pp | 80.3%+11.0pp | 71.5%+19.9pp |
| Annual return | -17.42% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,192 | $1,910-37.6% | $4,951-75.9% | $2,506-52.4% |
| Participant deferral / active EE | $2,784 | $2,646+5.2% | $5,637-50.6% | $4,310-35.4% |
| Admin fee / account holder | $114 | $154-25.6% | $14,673-99.2% | $188-39.1% |