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| Provider | Service type | Compensation |
|---|---|---|
EPOCH CONSULTING GROUP3 years Service code 27 · EIN 36-4557423 | Advisory (Plan) | $2,373 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 13 · EIN 68-0348235 | Contract Administrator | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,467 | $58,888+40.0% | $178,498-53.8% | $73,493+12.2% |
| Participation rate | 8.7% | 66.2%-57.6pp | 81.9%-73.3pp | 70.7%-62.0pp |
| Annual return | 19.28% | 24.86%-5.6pp | 151.09%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $305 | $2,568-88.1% | $5,202-94.1% | $3,740-91.8% |
| Admin fee / account holder | $130 | $400-67.6% | $13,985-99.1% | $513-74.7% |