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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,489 |
SFC CPAS AND CONSULTANTS1+ years Service code 10 200 E FRONT STREET · ARLINGTON, TX 76011 | Accounting | $11,606 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,455 | $125,190-90.8% | $105,624-89.2% | $145,897-92.1% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 5.89% | 225.22%-219.3pp | 116.20%-110.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $84 | $5,716-98.5% | $5,013-98.3% | $6,689-98.7% |
| Admin fee / account holder | $236 | $17,138-98.6% | $10,961-97.8% | $13,390-98.2% |