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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,167 |
VEID & VEID CPAS6 years Service code 10 635 WEST SEVENTH STREET · CINCINNATI, OH 45203 | Accounting | $10,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,367 | $47,180+863.0% | $149,723+203.5% | $74,473+510.1% |
| Participation rate | 94.0% | 63.4%+30.6pp | 78.8%+15.2pp | 70.7%+23.3pp |
| Annual return | 21.35% | 22.75%-1.4pp | 134.50%-113.1pp | 34.36%-13.0pp |
| Employer contribution / active EE | $29,349 | $1,907+1439.0% | $4,821+508.7% | $2,638+1012.4% |
| Participant deferral / active EE | $13,262 | $2,730+385.7% | $5,682+133.4% | $4,530+192.8% |
| Admin fee / account holder | $393 | $343+14.5% | $13,215-97.0% | $347+13.2% |