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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC4 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $28,675 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,817 | $101,653-44.1% | $147,080-61.4% | $74,459-23.7% |
| Participation rate | 83.7% | 75.6%+8.1pp | 82.2%+1.5pp | 67.2%+16.5pp |
| Annual return | 14.11% | 8754.98%-8740.9pp | 420.17%-406.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $934 | $3,813-75.5% | $4,933-81.1% | $2,626-64.4% |
| Participant deferral / active EE | $6,300 | $7,304-13.7% | $8,066-21.9% | $4,350+44.8% |
| Admin fee / account holder | $320 | $1,752-81.7% | $12,989-97.5% | $1,945-83.5% |