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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $32,024 |
Filed as: NORTHWESTERN MUTUAL Service code 26 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $27,375 |
WITHUMSMITH+BROWN, PC1 year Filed as: FRENDEL BROWN & WEISSMAN LLP Service code 10 · EIN 13-1569808 | Accounting | $17,500 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $17,064 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $15,793 |
THE BENEFIT PRACTICE7 years Service code 15 · EIN 13-4144565 | Recordkeeping | $13,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,742 | $95,417+64.3% | $135,974+15.3% | $74,460+110.5% |
| Participation rate | 93.4% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 20.66% | 32.76%-12.1pp | 68.30%-47.6pp | 34.38%-13.7pp |
| Employer contribution / active EE | $6,994 | $3,878+80.4% | $4,859+44.0% | $2,638+165.1% |
| Participant deferral / active EE | $6,166 | $7,789-20.8% | $7,760-20.5% | $4,530+36.1% |
| Admin fee / account holder | $310 | $266+16.6% | $10,767-97.1% | $348-10.8% |