Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BATTLE GROUND ACADEMY5 years Service code 99 · EIN 62-0125920 | Other Fees | $38,858 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $7,952 |
ASCENSUS LLC4 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
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.)
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 | $90,551 | $91,762-1.3% | $67,502+34.1% | $77,643+16.6% |
| Participation rate | 49.0% | 75.9%-26.9pp | 72.9%-23.9pp | 70.6%-21.6pp |
| Annual return | 14.53% | 14.87%-0.3pp | 3512.12%-3497.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,591 | $3,181-50.0% | $2,731-41.8% | $2,726-41.6% |
| Participant deferral / active EE | $2,723 | $3,903-30.2% | $4,000-31.9% | $4,647-41.4% |
| Admin fee / account holder | $363 | $176+106.4% | $3,998-90.9% | $430-15.6% |