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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP5 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $50,340 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,540 |
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.
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 | $32,029 | $65,582-51.2% | $64,097-50.0% | $71,529-55.2% |
| Participation rate | 71.2% | 73.2%-2.0pp | 72.3%-1.1pp | 67.9%+3.2pp |
| Annual return | 8.24% | 18.96%-10.7pp | 33.75%-25.5pp | 28.97%-20.7pp |
| Employer contribution / active EE | $1,619 | $2,671-39.4% | $2,750-41.1% | $2,590-37.5% |
| Participant deferral / active EE | $2,957 | $3,628-18.5% | $3,881-23.8% | $4,291-31.1% |
| Admin fee / account holder | $304 | $616-50.6% | $3,070-90.1% | $1,588-80.8% |