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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARRIS HARDY & JOHNSTONE PC Service code 10 300 ARBORETUM PLACE · RICHMOND, VA 23236 | Accounting | $20,500 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,572 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,176 | $31,388+5.7% | $73,550-54.9% | $62,293-46.7% |
| Participation rate | 24.5% | 39.9%-15.3pp | 54.9%-30.4pp | 69.5%-45.0pp |
| Annual return | 11.25% | 25.34%-14.1pp | -15.16%+26.4pp | 28.90%-17.6pp |
| Employer contribution / active EE | $219 | $498-56.1% | $1,219-82.1% | $2,042-89.3% |
| Participant deferral / active EE | $490 | $1,028-52.4% | $1,804-72.8% | $3,169-84.5% |
| Admin fee / account holder | $958 | $299+220.0% | $2,320-58.7% | $479+99.9% |