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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 | $41,040-9.0% | $85,187-56.2% | $99,314-62.4% |
| Participation rate | 6.5% | 34.4%-27.9pp | 67.5%-61.1pp | 71.7%-65.2pp |
| Annual return | 14.09% | 17.44%-3.4pp | 66.67%-52.6pp | 17.67%-3.6pp |
| Employer contribution / active EE | $212 | $1,106-80.8% | $2,732-92.2% | $3,264-93.5% |
| Participant deferral / active EE | $441 | $2,193-79.9% | $4,525-90.3% | $5,346-91.7% |
| Admin fee / account holder | $374 | $177+111.5% | $6,162-93.9% | $109+242.9% |