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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $56,721 |
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 75-3182674 | Consulting | $54,674 |
VRAKAS S.C.2 years Filed as: VRAKAS CPAS + ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $15,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,357 | $102,553-44.1% | $151,611-62.2% | $66,914-14.3% |
| Participation rate | 84.7% | 85.5%-0.8pp | 87.5%-2.8pp | 69.8%+14.9pp |
| Annual return | -38.04% | -10.82%-27.2pp | 3.33%-41.4pp | 1.58%-39.6pp |
| Employer contribution / active EE | $1,287 | $4,180-69.2% | $6,166-79.1% | $2,544-49.4% |
| Participant deferral / active EE | $4,640 | $6,641-30.1% | $8,363-44.5% | $4,237+9.5% |
| Admin fee / account holder | $547 | $630-13.2% | $11,616-95.3% | $593-7.9% |