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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP4+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $107,985 |
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $85,180 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,347 | $41,510-10.0% | $85,009-56.1% | $99,061-62.3% |
| Participation rate | 6.5% | 35.3%-28.8pp | 67.5%-61.0pp | 71.6%-65.1pp |
| Annual return | 14.09% | 17.38%-3.3pp | 66.47%-52.4pp | 17.66%-3.6pp |
| Employer contribution / active EE | $212 | $1,137-81.3% | $2,728-92.2% | $3,261-93.5% |
| Participant deferral / active EE | $441 | $2,246-80.4% | $4,522-90.2% | $5,331-91.7% |
| Admin fee / account holder | $374 | $175+113.7% | $6,153-93.9% | $109+243.5% |