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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $32,154 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,524 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE, LLP Service code 50 5126 CLARETON DR · AGOURA HILLS, CA 91301 | Direct Payment | $30,500 |
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.
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 | $54,327 | $54,193+0.2% | $93,669-42.0% | $77,714-30.1% |
| Participation rate | 42.4% | 63.9%-21.5pp | 68.7%-26.3pp | 70.6%-28.2pp |
| Annual return | 10.91% | 30.54%-19.6pp | 133.59%-122.7pp | 31.26%-20.3pp |
| Employer contribution / active EE | $817 | $1,168-30.0% | $2,424-66.3% | $2,727-70.0% |
| Participant deferral / active EE | $2,782 | $3,144-11.5% | $4,416-37.0% | $4,649-40.2% |
| Admin fee / account holder | $368 | $576-36.1% | $8,291-95.6% | $433-15.1% |