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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,188 |
PENSION ASSURANCE LLP1 year Service code 13 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,500 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON PC Service code 13 · EIN 94-2602731 | Contract Administrator | $5,176 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,562 | $62,132-81.4% | $185,827-93.8% | $73,493-84.3% |
| Participation rate | 86.8% | 67.8%+19.0pp | 78.0%+8.7pp | 70.7%+16.1pp |
| Annual return | 10.69% | 20.44%-9.7pp | 35.96%-25.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,249 | $3,711-39.4% | $5,633-60.1% | $3,740-39.9% |
| Admin fee / account holder | $383 | $419-8.5% | $9,502-96.0% | $513-25.3% |