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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,135 |
HAYS FINANCIAL GROUP2 years Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $14,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,491 | $95,369-69.1% | $135,942-78.3% | $74,440-60.4% |
| Participation rate | 66.8% | 78.2%-11.4pp | 81.9%-15.1pp | 70.7%-3.9pp |
| Annual return | 22.77% | 32.72%-9.9pp | 68.28%-45.5pp | 34.37%-11.6pp |
| Employer contribution / active EE | $2,268 | $3,878-41.5% | $4,858-53.3% | $2,638-14.0% |
| Participant deferral / active EE | $4,359 | $7,788-44.0% | $7,759-43.8% | $4,529-3.7% |
| Admin fee / account holder | $154 | $266-42.1% | $10,764-98.6% | $348-55.6% |