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| Provider | Service type | Compensation |
|---|---|---|
THE MCMILLEN COMPANY PC1 year Filed as: MCMILLEN DOVALI CO. Service code 99 · EIN 47-0750984 | Other Fees | $16,620 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS, INC. Service code 49 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Other Services | $11,340 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,442 | $72,994-40.5% | $120,368-63.9% | $77,671-44.1% |
| Participation rate | 41.9% | 55.2%-13.3pp | 71.9%-30.0pp | 70.6%-28.6pp |
| Annual return | 11.63% | 18.23%-6.6pp | 107.26%-95.6pp | 31.21%-19.6pp |
| Employer contribution / active EE | $337 | $1,793-81.2% | $3,465-90.3% | $2,726-87.6% |
| Participant deferral / active EE | $1,752 | $3,011-41.8% | $4,991-64.9% | $4,648-62.3% |
| Admin fee / account holder | $66 | $658-90.0% | $9,429-99.3% | $430-84.7% |