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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,261 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $12,905 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,379 | $46,072+11.5% | $69,779-26.4% | $55,167-6.9% |
| Participation rate | 73.5% | 67.5%+6.0pp | 71.8%+1.7pp | 69.0%+4.5pp |
| Annual return | 13.79% | 8.68%+5.1pp | 12.99%+0.8pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,649 | $1,500+9.9% | $2,338-29.5% | $1,963-16.0% |
| Participant deferral / active EE | $3,694 | $2,344+57.6% | $2,931+26.0% | $3,054+20.9% |
| Admin fee / account holder | $349 | $428-18.3% | $4,381-92.0% | $504-30.7% |