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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,320 |
BLATT & DAUMAN LLP5 years Filed as: BLATT & DAUMAN, CPAS Service code 10 · EIN 11-2778625 | Accounting | $5,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,910 | $84,493+0.5% | $125,381-32.3% | $66,938+26.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.56% | -8.49%-10.1pp | 572.31%-590.9pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,183 | $3,554-66.7% | $4,815-75.4% | $2,545-53.5% |
| Participant deferral / active EE | $6,487 | $6,783-4.4% | $7,448-12.9% | $4,238+53.1% |
| Admin fee / account holder | $219 | $685-68.0% | $10,007-97.8% | $594-63.1% |