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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Securities ... | $21,421 |
UNITED OF OMAHA10+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,213 | $58,859+15.9% | $129,397-47.3% | $77,714-12.2% |
| Participation rate | 36.0% | 59.3%-23.4pp | 69.6%-33.6pp | 70.6%-34.6pp |
| Annual return | 11.40% | 24.74%-13.3pp | 9453.98%-9442.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $367 | $1,952-81.2% | $4,154-91.2% | $2,727-86.5% |
| Participant deferral / active EE | $1,463 | $3,215-54.5% | $4,167-64.9% | $4,649-68.5% |
| Admin fee / account holder | $70 | $591-88.1% | $7,679-99.1% | $433-83.7% |