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| Provider | Service type | Compensation |
|---|---|---|
HAYWOOD HENN2+ years Service code 10 · EIN 26-3503918 | Accounting | $10,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $3,140 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,825 |
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).
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 | $44,646 | $75,419-40.8% | $392,568-88.6% | $67,579-33.9% |
| Participation rate | 27.5% | 74.8%-47.4pp | 78.1%-50.6pp | 71.3%-43.8pp |
| Annual return | 22.50% | 36.70%-14.2pp | 24.42%-1.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $645 | $2,636-75.5% | $3,783-82.9% | $2,148-70.0% |
| Participant deferral / active EE | $1,073 | $4,347-75.3% | $5,985-82.1% | $3,539-69.7% |
| Admin fee / account holder | $104 | $114-8.3% | $6,260-98.3% | $142-26.7% |