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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $125,985 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,195 | $65,263-39.9% | $90,223-56.6% | $55,191-29.0% |
| Participation rate | 90.5% | 79.0%+11.6pp | 79.0%+11.5pp | 69.2%+21.4pp |
| Annual return | 0.48% | 2.81%-2.3pp | 1.31%-0.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,700 | $4,153-10.9% | $4,378-15.5% | $1,899+94.8% |
| Participant deferral / active EE | $6,163 | $5,564+10.8% | $5,792+6.4% | $3,046+102.3% |
| Admin fee / account holder | $301 | $116+159.4% | $7,406-95.9% | $91+231.9% |