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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION5+ years Service code 99 801 PARK AVE · WINONA LAKE, IN 46590 | Other Fees | $39,767 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 13 | Contract Administrator | $10,223 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,853 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 ASCENSUS LLC · DRESHER, PA 19025 | Contract Administrator | $1,085 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,463 | $81,494-11.1% | $133,978-45.9% | $73,497-1.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 2.13% | 19.40%-17.3pp | 45.10%-43.0pp | 28.51%-26.4pp |
| Employer contribution / active EE | $2,085 | $2,210-5.6% | $3,919-46.8% | $2,270-8.1% |
| Participant deferral / active EE | $5,009 | $3,787+32.3% | $5,047-0.8% | $3,740+33.9% |
| Admin fee / account holder | $318 | $713-55.5% | $8,930-96.4% | $513-38.1% |