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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $8,539 |
HAYWOOD HENN1+ years Service code 10 · EIN 26-3503918 | Accounting | $4,500 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,075 | $64,286-40.8% | $106,387-64.2% | $55,725-31.7% |
| Participation rate | 28.0% | 75.2%-47.2pp | 77.5%-49.5pp | 70.9%-42.9pp |
| Annual return | 0.00% | 0.84%-0.8pp | 0.25%-0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $656 | $2,367-72.3% | $3,520-81.3% | $2,078-68.4% |
| Participant deferral / active EE | $1,043 | $4,158-74.9% | $5,421-80.8% | $3,356-68.9% |
| Admin fee / account holder | $106 | $102+3.7% | $7,510-98.6% | $115-7.9% |