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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $70,010 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $46,447 |
CHERRY BEKAERT LLP3 years Service code 10 · EIN 56-0574444 | Accounting | $17,850 |
AVINTUS1 year Filed as: AVINTUS LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,396 | $89,588-90.6% | $136,072-93.8% | $77,736-89.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 76.4%-26.4pp | 70.6%-20.6pp |
| Annual return | 8.61% | 17.42%-8.8pp | 580.46%-571.8pp | 31.26%-22.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,216-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $413 | $5,592-92.6% | $7,028-94.1% | $4,651-91.1% |
| Admin fee / account holder | $472 | $539-12.4% | $6,718-93.0% | $433+9.0% |