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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 200 DRYDEN ROAD · DREHER, PA 19025 | Contract Administrator | $5,360 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS - CAPITAL GROUP Service code 64 · EIN 94-1411037 | Recordkeeping Fees | $3,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,894 | $106,236-65.3% | $112,258-67.1% | $64,814-43.1% |
| Participation rate | 40.0% | 71.7%-31.7pp | 75.1%-35.1pp | 71.5%-31.5pp |
| Annual return | -13.89% | -6.02%-7.9pp | 27.47%-41.4pp | 32.84%-46.7pp |
| Employer contribution / active EE | $780 | $3,166-75.4% | $3,636-78.5% | $2,507-68.9% |
| Participant deferral / active EE | $1,849 | $3,785-51.2% | $4,728-60.9% | $4,310-57.1% |
| Admin fee / account holder | $43 | $452-90.4% | $6,411-99.3% | $188-77.0% |