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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $41,371 |
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,164 |
Service code 49 · EIN 81-3989034 101 BRADFORD ROAD · WEXFORD, PA 15090 | Other Services | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,745 | $113,016-29.4% | $103,486-22.9% | $74,459+7.1% |
| Participation rate | 67.5% | 80.8%-13.3pp | 80.5%-13.0pp | 67.2%+0.3pp |
| Annual return | 9.37% | 23.24%-13.9pp | 23.93%-14.6pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $3,749 | $4,881-23.2% | $4,679-19.9% | $2,626+42.8% |
| Participant deferral / active EE | $3,183 | $7,279-56.3% | $6,628-52.0% | $4,350-26.8% |
| Admin fee / account holder | $555 | $1,709-67.5% | $9,354-94.1% | $1,945-71.5% |