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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION10+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $34,896 |
Service code 27 6920 POINTE INVERNESS WAY STE 230 · FORT WAYNE, IN 46804 | Advisory (Plan) | $17,799 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $13,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,149 |
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 | $109,860 | $91,760+19.7% | $156,181-29.7% | $67,986+61.6% |
| Participation rate | 94.2% | 65.0%+29.2pp | 78.8%+15.3pp | 57.2%+37.0pp |
| Annual return | 12.23% | 18.14%-5.9pp | 64.87%-52.6pp | 31.67%-19.4pp |
| Employer contribution / active EE | $3,883 | $2,419+60.5% | $4,294-9.6% | $2,019+92.4% |
| Participant deferral / active EE | $6,300 | $3,960+59.1% | $6,132+2.7% | $3,358+87.6% |
| Admin fee / account holder | $572 | $3,949-85.5% | $14,586-96.1% | $3,203-82.1% |