Filed May 13, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
APEIRON RIA LLC2 years Filed as: APEIRON Service code 27 10000 N. CENTRAL EXPRESSWAY · DALLAS, TX 75204 | Advisory (Plan) | $45,000 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN (ASCENSUS) Service code 14 200 DRYDEN RD · DRESHER, PA 19025 | Plan Administrator | $24,894 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,305 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,249 | $69,771+132.5% | $67,524+140.3% | $74,400+118.1% |
| Participation rate | 97.5% | 71.4%+26.2pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 12.16% | -40.49%+52.7pp | 3519.41%-3507.3pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $6,461 | $2,710+138.4% | $2,734+136.3% | $2,624+146.2% |
| Participant deferral / active EE | $8,679 | $3,638+138.6% | $4,001+116.9% | $4,348+99.6% |
| Admin fee / account holder | $462 | $889-48.0% | $4,001-88.4% | $1,944-76.2% |