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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT Service code 27 · EIN 46-5576228 | Advisory (Plan) | $17,805 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,274 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $225 |
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.)
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 | $75,228 | $37,436+100.9% | $77,513-2.9% | $79,858-5.8% |
| Participation rate | 53.3% | 41.5%+11.8pp | 54.2%-0.9pp | 69.6%-16.3pp |
| Annual return | 13.08% | 39.75%-26.7pp | 54.81%-41.7pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,888 | $1,261+129.1% | $1,861+55.2% | $3,740-22.8% |
| Admin fee / account holder | $546 | $2,505-78.2% | $2,859-80.9% | $5,306-89.7% |