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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,975 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 16 415 8TH AVE NE, PO BOX · BRAINERD, MN 56401 | Consulting | $6,200 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,010 | $89,515-85.5% | $103,486-87.4% | $80,935-83.9% |
| Participation rate | 96.5% | 76.0%+20.5pp | 80.5%+16.0pp | 67.7%+28.9pp |
| Annual return | 15.13% | 22.82%-7.7pp | 23.93%-8.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,723 | $4,015-32.2% | $4,679-41.8% | $2,757-1.2% |
| Participant deferral / active EE | $3,303 | $5,463-39.5% | $6,628-50.2% | $4,299-23.2% |
| Admin fee / account holder | $52 | $6,527-99.2% | $9,354-99.4% | $6,924-99.2% |