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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,496 |
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $19,570 |
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS. Service code 27 665 3RD STREET · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $7,433 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,330 | $89,465-78.4% | $165,100-88.3% | $77,762-75.1% |
| Participation rate | 96.0% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 9.59% | 28.86%-19.3pp | 70.21%-60.6pp | 31.27%-21.7pp |
| Employer contribution / active EE | $616 | $2,565-76.0% | $4,348-85.8% | $2,728-77.4% |
| Participant deferral / active EE | $2,964 | $4,904-39.6% | $6,035-50.9% | $4,651-36.3% |
| Admin fee / account holder | $232 | $340-31.8% | $12,696-98.2% | $433-46.5% |