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| Provider | Service type | Compensation |
|---|---|---|
EFFICIENT ADVISORS1 year Filed as: EFFICIENT ADVISORS, LLC Service code 28 1801 MARKET STREET, STE. 1000 · PHILADELPHIA, PA 19103 | Investment Management | $27,535 |
ASCENSUS LLC3+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 800 WEST COMMERCE RD STE 105 · NEW ORLEANS, LA 70123 | Contract Administrator | $14,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,540 | $48,064-42.7% | $78,778-65.0% | $69,631-60.4% |
| Participation rate | 18.9% | 61.6%-42.7pp | 69.2%-50.3pp | 70.7%-51.8pp |
| Annual return | 10.46% | 21.81%-11.3pp | 35.62%-25.2pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,024 | $2,079-50.8% | $2,958-65.4% | $3,224-68.2% |
| Admin fee / account holder | $344 | $152+126.6% | $5,134-93.3% | $110+211.8% |