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| Provider | Service type | Compensation |
|---|---|---|
HORVATH & GIACIN, PC1 year Service code 10 130 RTE. 31 NORTH · PENNINGTON, NJ 08534 | Accounting | $30,804 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,393 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,237 | $48,064-39.2% | $78,778-62.9% | $69,631-58.0% |
| Participation rate | 41.1% | 61.6%-20.5pp | 69.2%-28.1pp | 70.7%-29.6pp |
| Annual return | 17.46% | 21.81%-4.4pp | 35.62%-18.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $773 | $2,079-62.8% | $2,958-73.9% | $3,224-76.0% |
| Admin fee / account holder | $384 | $152+152.7% | $5,134-92.5% | $110+247.8% |