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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,421 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $36,691 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 PO BOX 737844 · DALLAS, TX 75373 | Accounting | $10,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,724-100.0% | $93,606-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.28% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |