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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS Service code 27 | Advisory (Plan) | $13,706 |
Filed as: HUNNEX & SHOEMAKER Service code 50 | Direct Payment | $350 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,721 | $58,292-35.3% | $86,640-56.5% | $71,511-47.3% |
| Participation rate | 51.3% | 65.0%-13.7pp | 71.7%-20.4pp | 67.9%-16.6pp |
| Annual return | 15.90% | 21.63%-5.7pp | 592.52%-576.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $1,809 | $2,574-29.7% | $3,024-40.2% | $2,589-30.1% |
| Participant deferral / active EE | $3,605 | $3,438+4.8% | $4,438-18.8% | $4,291-16.0% |
| Admin fee / account holder | $111 | $1,057-89.5% | $5,616-98.0% | $1,588-93.0% |