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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MODERN WEALTH HOLDINGS, LLC Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $18,608 |
ASCENSUS LLC7 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $13,516 |
LPL FINANCIAL6 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,692 |
Service code 13 1 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Contract Administrator | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,315 | $50,902+95.1% | $155,534-36.1% | $77,736+27.8% |
| Participation rate | 22.1% | 63.1%-41.0pp | 78.2%-56.1pp | 70.6%-48.5pp |
| Annual return | 12.90% | 34.85%-21.9pp | 64.92%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $953 | $2,824-66.2% | $5,630-83.1% | $4,651-79.5% |
| Admin fee / account holder | $438 | $437+0.3% | $15,900-97.2% | $433+1.2% |