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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,220 |
Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $23,796 |
Service code 13 · EIN 93-3876962 | Contract Administrator | $6,675 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,861 | $65,908-57.7% | $81,812-65.9% | $77,643-64.1% |
| Participation rate | 35.5% | 65.8%-30.3pp | 72.3%-36.9pp | 70.6%-35.1pp |
| Annual return | 13.90% | 26.64%-12.7pp | 773.79%-759.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,122 | $2,370-52.6% | $2,912-61.5% | $2,726-58.8% |
| Participant deferral / active EE | $1,943 | $3,505-44.6% | $4,319-55.0% | $4,647-58.2% |
| Admin fee / account holder | $250 | $526-52.5% | $7,386-96.6% | $430-41.9% |