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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,723 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,364 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,292 | $79,428+46.4% | $106,548+9.1% | $79,386+46.5% |
| Participation rate | 67.8% | 74.1%-6.3pp | 76.1%-8.3pp | 70.7%-2.9pp |
| Annual return | 14.24% | 18.27%-4.0pp | 26.80%-12.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $449 | $2,234-79.9% | $2,819-84.1% | $2,427-81.5% |
| Participant deferral / active EE | $2,011 | $3,823-47.4% | $4,398-54.3% | $4,046-50.3% |
| Admin fee / account holder | $571 | $523+9.1% | $7,407-92.3% | $626-8.9% |