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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $13,577 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,143 |
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).
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 | $37,137 | $64,286-42.2% | $90,970-59.2% | $73,412-49.4% |
| Participation rate | 37.6% | 63.6%-26.0pp | 69.0%-31.5pp | 72.2%-34.6pp |
| Annual return | 7.52% | 21.46%-13.9pp | 134.60%-127.1pp | 59.30%-51.8pp |
| Employer contribution / active EE | $434 | $895-51.5% | $2,122-79.6% | $2,234-80.6% |
| Participant deferral / active EE | $1,524 | $2,453-37.9% | $3,373-54.8% | $3,806-60.0% |
| Admin fee / account holder | $83 | $287-71.0% | $5,961-98.6% | $158-47.2% |