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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC2 years Filed as: CADARET GRANT Service code 55 100 MADISON ST STE 1400 · SYRACUSE, NY 13202 | Other Commissions | $25,241 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,296 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,552 | $50,902+115.2% | $155,534-29.6% | $77,736+40.9% |
| Participation rate | 13.2% | 63.1%-49.9pp | 78.2%-65.0pp | 70.6%-57.4pp |
| Annual return | 13.49% | 34.85%-21.4pp | 64.92%-51.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,294 | $2,824-54.2% | $5,630-77.0% | $4,651-72.2% |
| Admin fee / account holder | $526 | $437+20.3% | $15,900-96.7% | $433+21.4% |