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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS2 years Service code 13 · EIN 71-0847266 | Contract Administrator | $32,635 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $24,125 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 15 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Recordkeeping | $15,593 |
Service code 10 · EIN 31-0800053 | Accounting | $9,792 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $92 |
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 | $33,194 | $91,517-63.7% | $101,275-67.2% | $73,412-54.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.82% | 17.17%-8.4pp | 46.48%-37.7pp | 59.30%-50.5pp |
| Employer contribution / active EE | $2,091 | $2,877-27.3% | $3,660-42.9% | $2,234-6.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $337 | $216+55.9% | $5,948-94.3% | $158+113.1% |