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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,109 | $34,934+140.8% | $56,411+49.1% | $74,495+12.9% |
| Participation rate | 29.0% | 32.8%-3.8pp | 52.5%-23.5pp | 67.2%-38.2pp |
| Annual return | 10.55% | 25.94%-15.4pp | 1701.33%-1690.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $241 | $609-60.4% | $1,039-76.8% | $2,623-90.8% |
| Participant deferral / active EE | $831 | $1,170-29.0% | $1,952-57.4% | $4,346-80.9% |
| Admin fee / account holder | $110 | $2,364-95.3% | $2,829-96.1% | $1,942-94.3% |