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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 | $91,120+20.6% | $161,149-31.8% | $64,097+71.4% |
| Participation rate | 94.2% | 62.2%+32.0pp | 78.8%+15.3pp | 55.2%+39.0pp |
| Annual return | 12.23% | 17.95%-5.7pp | 21.16%-8.9pp | 34.64%-22.4pp |
| Employer contribution / active EE | $3,883 | $2,284+70.0% | $4,360-10.9% | $1,891+105.3% |
| Participant deferral / active EE | $6,300 | $3,708+69.9% | $6,153+2.4% | $3,080+104.6% |
| Admin fee / account holder | $572 | $4,535-87.4% | $15,194-96.2% | $3,454-83.4% |