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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,909 |
ASCENSUS LLC1 year Filed as: FORUS ADVISORS Service code 27 350 TOWNSEND STREET · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $1,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,819 | $44,873-53.6% | $79,466-73.8% | $56,287-63.0% |
| Participation rate | 49.6% | 68.7%-19.1pp | 73.3%-23.7pp | 69.9%-20.2pp |
| Annual return | 2.24% | 0.81%+1.4pp | 718.28%-716.0pp | -9.96%+12.2pp |
| Employer contribution / active EE | $606 | $2,140-71.7% | $2,800-78.3% | $2,111-71.3% |
| Participant deferral / active EE | $1,347 | $2,746-50.9% | $3,704-63.6% | $3,350-59.8% |
| Admin fee / account holder | $32 | $418-92.4% | $5,104-99.4% | $521-93.9% |