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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,006 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP. Service code 10 4890 OWEN AYRES CT · EAU CLAIRE, WI 54701 | Accounting | $16,000 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,179 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,346 | $58,275-59.9% | $81,844-71.5% | $80,935-71.2% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 9.18% | 41.82%-32.6pp | 778.87%-769.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $2,691 | $2,346+14.7% | $2,916-7.7% | $2,757-2.4% |
| Participant deferral / active EE | $2,939 | $3,285-10.5% | $4,323-32.0% | $4,299-31.6% |
| Admin fee / account holder | $352 | $4,749-92.6% | $7,355-95.2% | $6,924-94.9% |