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| Provider | Service type | Compensation |
|---|---|---|
RPCG, LLC1 year Service code 49 · EIN 87-3868487 | Other Services | $6,380 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $1,229 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,109 | $30,423+176.5% | $56,025+50.1% | $74,478+12.9% |
| Participation rate | 29.0% | 32.9%-3.9pp | 52.5%-23.5pp | 67.2%-38.2pp |
| Annual return | 10.55% | 24.97%-14.4pp | 1712.69%-1702.1pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $241 | $610-60.5% | $1,042-76.9% | $2,626-90.8% |
| Participant deferral / active EE | $831 | $1,176-29.4% | $1,955-57.5% | $4,350-80.9% |
| Admin fee / account holder | $110 | $2,363-95.3% | $2,828-96.1% | $1,946-94.3% |