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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH BROWN Service code 10 PO BOX 5340 · PRINCETON, NJ 08543 | Accounting | $30,160 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,217 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,286 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $49,167 | $5,315+825.1% | $4,675+951.8% | $4,662+954.6% |
| Participant deferral / active EE | $169,022 | $6,467+2513.8% | $5,630+2902.0% | $6,690+2426.6% |
| Admin fee / account holder | $686 | $19,293-96.4% | $15,900-95.7% | $13,392-94.9% |