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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 | $65,084-39.7% | $67,681-42.0% | $64,340-39.0% |
| Participation rate | 89.0% | 66.7%+22.3pp | 73.7%+15.3pp | 55.2%+33.8pp |
| Annual return | 11.38% | 20.50%-9.1pp | 590.58%-579.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $2,329 | $2,398-2.9% | $2,678-13.0% | $1,862+25.1% |
| Participant deferral / active EE | $3,636 | $3,210+13.3% | $3,976-8.5% | $2,980+22.0% |
| Admin fee / account holder | $397 | $1,415-72.0% | $6,100-93.5% | $3,703-89.3% |