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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $34,355 |
Service code 26 · EIN 47-3722740 6720 N SCOTTSDALE RD #340 · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $20,250 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 | Recordkeeping | $16,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,057 | $60,604-47.1% | $189,597-83.1% | $86,821-63.1% |
| Participation rate | 44.4% | 68.9%-24.5pp | 78.4%-34.1pp | 72.3%-27.9pp |
| Annual return | 10.42% | 65.19%-54.8pp | 64.20%-53.8pp | 97.94%-87.5pp |
| Employer contribution / active EE | $658 | $1,624-59.5% | $4,412-85.1% | $2,406-72.7% |
| Participant deferral / active EE | $1,745 | $3,895-55.2% | $6,174-71.7% | $4,132-57.8% |
| Admin fee / account holder | $308 | $159+93.7% | $9,807-96.9% | $170+81.4% |