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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,560 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $14,291 |
Filed as: THRIVENT INSURANCE AGENCY Service code 49 | Other Services | $9,308 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 | Contract Administrator | $5,009 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $4,961 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 49 · EIN 41-1780150 | Other Services | $0 |
Filed as: WHILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,401 | $59,467+53.7% | $93,727-2.5% | $74,478+22.7% |
| Participation rate | 52.1% | 59.6%-7.5pp | 68.7%-16.6pp | 67.2%-15.1pp |
| Annual return | 20.32% | 82.14%-61.8pp | 133.83%-113.5pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $2,736 | $1,267+116.0% | $2,421+13.0% | $2,626+4.2% |
| Participant deferral / active EE | $6,007 | $3,052+96.8% | $4,417+36.0% | $4,350+38.1% |
| Admin fee / account holder | $394 | $3,028-87.0% | $8,292-95.3% | $1,946-79.8% |