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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $69,335 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,011 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,219 | $102,317-26.5% | $146,958-48.8% | $80,856-7.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.65% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,972 | $3,713+60.8% | $4,933+21.1% | $2,755+116.8% |
| Participant deferral / active EE | $12,511 | $6,644+88.3% | $8,070+55.0% | $4,296+191.3% |
| Admin fee / account holder | $482 | $7,941-93.9% | $12,998-96.3% | $6,918-93.0% |