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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP3 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $43,016 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,534 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,113 | $74,706-47.6% | $75,731-48.4% | $79,389-50.7% |
| Participation rate | 89.5% | 75.3%+14.1pp | 74.8%+14.6pp | 70.7%+18.8pp |
| Annual return | 47.63% | 18.52%+29.1pp | 104.65%-57.0pp | 116.89%-69.3pp |
| Employer contribution / active EE | $1,962 | $2,590-24.2% | $2,743-28.5% | $2,428-19.2% |
| Participant deferral / active EE | $3,594 | $3,533+1.7% | $3,820-5.9% | $4,046-11.2% |
| Admin fee / account holder | $309 | $374-17.4% | $3,620-91.5% | $626-50.6% |