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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION8+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $37,233 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,130 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,208 |
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 | $90,157 | $91,537-1.5% | $130,045-30.7% | $75,173+19.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.35% | -631.55%+642.9pp | -137.30%+148.7pp | 160.72%-149.4pp |
| Employer contribution / active EE | $4,194 | $2,845+47.4% | $4,321-3.0% | $2,671+57.0% |
| Participant deferral / active EE | $6,950 | $4,343+60.0% | $5,820+19.4% | $4,126+68.4% |
| Admin fee / account holder | $360 | $6,780-94.7% | $10,600-96.6% | $5,651-93.6% |