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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP7 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $70,105 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,849 |
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 | $39,271 | $64,705-39.3% | $62,929-37.6% | $67,986-42.2% |
| Participation rate | 89.0% | 65.6%+23.4pp | 73.1%+15.9pp | 57.2%+31.8pp |
| Annual return | 11.38% | 20.31%-8.9pp | 1063.93%-1052.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $2,329 | $2,376-2.0% | $2,505-7.0% | $2,019+15.4% |
| Participant deferral / active EE | $3,636 | $3,198+13.7% | $3,888-6.5% | $3,358+8.3% |
| Admin fee / account holder | $397 | $1,428-72.2% | $5,065-92.2% | $3,203-87.6% |