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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARRIS HARDY & JOHNSTONE PC Service code 10 300 ARBORETUM PLACE · RICHMOND, VA 23236 | Accounting | $9,625 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,590 |
MID ATLANTIC CAPITAL CORPORATION7+ 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,334 | $39,286+2.7% | $80,741-50.0% | $79,391-49.2% |
| Participation rate | 24.8% | 41.0%-16.1pp | 54.2%-29.3pp | 70.7%-45.9pp |
| Annual return | 13.86% | 98.95%-85.1pp | 87.30%-73.4pp | 116.88%-103.0pp |
| Employer contribution / active EE | $236 | $594-60.2% | $1,160-79.6% | $2,428-90.3% |
| Participant deferral / active EE | $545 | $1,264-56.9% | $2,145-74.6% | $4,046-86.5% |
| Admin fee / account holder | $515 | $647-20.4% | $3,380-84.8% | $627-17.8% |