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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 | $67,594-41.9% | $77,361-49.2% | $69,733-43.7% |
| Participation rate | 89.0% | 71.7%+17.3pp | 75.0%+14.1pp | 62.5%+26.6pp |
| Annual return | 11.38% | 19.20%-7.8pp | 1011.54%-1000.2pp | 15.22%-3.8pp |
| Employer contribution / active EE | $2,329 | $2,649-12.1% | $2,990-22.1% | $2,250+3.5% |
| Participant deferral / active EE | $3,636 | $3,401+6.9% | $3,911-7.0% | $3,054+19.0% |
| Admin fee / account holder | $397 | $1,159-65.8% | $5,894-93.3% | $3,102-87.2% |