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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,219 | $102,422-26.6% | $147,117-48.9% | $80,959-7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.65% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $5,972 | $3,717+60.7% | $4,932+21.1% | $2,757+116.6% |
| Participant deferral / active EE | $12,511 | $6,652+88.1% | $8,065+55.1% | $4,300+190.9% |
| Admin fee / account holder | $482 | $7,953-93.9% | $12,993-96.3% | $6,925-93.0% |