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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 | $60,393-80.2% | $81,820-85.4% | $74,429-83.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.50% | 16.89%-0.4pp | 777.93%-761.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $1,663 | $2,626-36.7% | $2,915-42.9% | $2,625-36.6% |
| Participant deferral / active EE | $1,468 | $3,397-56.8% | $4,323-66.0% | $4,348-66.2% |
| Admin fee / account holder | $129 | $1,491-91.3% | $7,391-98.3% | $1,944-93.3% |