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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 17 7400 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Pension Consulting | $16,363 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS RECORD KEEPER DIRECT Service code 15 P. O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $6,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,982 | $60,261-80.1% | $81,783-85.3% | $74,546-83.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.50% | 16.88%-0.4pp | 775.05%-758.6pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,663 | $2,622-36.5% | $2,913-42.9% | $2,624-36.6% |
| Participant deferral / active EE | $1,468 | $3,388-56.7% | $4,320-66.0% | $4,347-66.2% |
| Admin fee / account holder | $129 | $1,482-91.3% | $7,380-98.2% | $1,944-93.3% |