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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $54,047 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 17 · EIN 82-3719843 | Pension Consulting | $16,894 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $12,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,691 | $69,012+151.7% | $160,037+8.5% | $68,490+153.6% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.2pp | 67.9%+23.2pp |
| Annual return | -20.60% | -9.65%-11.0pp | 408.95%-429.6pp | -7.85%-12.7pp |
| Employer contribution / active EE | $15,148 | $2,212+584.7% | $4,226+258.5% | $2,597+483.3% |
| Participant deferral / active EE | $16,636 | $4,212+295.0% | $6,184+169.0% | $4,028+313.0% |
| Admin fee / account holder | $683 | $4,798-85.8% | $8,716-92.2% | $5,403-87.4% |